We begin with Julian Hofmann, whose latest article covers the companies left behind as doom and gloom takes hold of the British market. Many investors have been turning their noses up at British stocks but Julian says there is still value to be found. He touches on some of these, such as furniture brand DFS, and how investors can calculate a share’s value.
Next is Jemma Slingo who reports on the world’s leading thread manufacturer and British heritage brand Coats. The company recently released full-year results which show it’s making great progress internally, which can be attributed in a large amount to its production move from the US to Mexico. Jemma explores the progress of the company in the wider market and its current value case.
Carrying on the theme of 18th-century British businesses, Mark Robinson joins to discuss ceramics company Churchill China. Mark and Dan discuss how the company is recovering from the pandemic and lockdowns that halted the hospitality industry, its main source of revenue.
Timestamps
1:17 British bargains
13:59 Coats
22:36 Churchill China
Hosted on Acast. See acast.com/privacy for more information.
Chris Dillow: There's a wisdom in crowds
Navigating the sustainable investing labyrinth
William Green: Lessons from the world's greatest investors
How much exposure should I have to overseas equities?
Partner Content: Separating The Wheat From The Chaff
Buying shares: how do I know if the price is right?
Nick Train: Undervalued quality could do extraordinarily well
Navigating ETFs, investment trusts and unlisted funds
Rathbones' James Thomson: I'm not going to value-wash my fund
Partner Content: Taking stock of 2021
ISA or pension? Make the most out of tax wrappers
Stuart Widdowson: Applying a PE mindset to UK small caps
I want to invest. What are my options?
Simon Thompson: Secrets of successful investing
Why you should invest
Alex Wright: “Fundamentals look really strong, particularly in the consumer area”
Oakley's Steven Tredget: "Most private equity is now a force for good"
Terry Smith: “The problem is most people don’t read the accounts”
Ian Mortimer and Matthew Page: “Some companies can immediately pass on prices"
Sam Cosh: Bucking the income trend with smaller company growth
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår