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.
Peter Spiller: It’d be foolish to be confident because this world is so fragile
The Companies and Markets show: BT, Vodafone, and have supply chains changed forever?
Chris Dillow’s parting words of wisdom
The Companies and Markets show: Talking rubbish
Tim Levene: Valuation is a topic of great debate in fintech
The Companies and Markets show: Deflating the warehouse bubble
Professor Russell Napier: The equity index fund is a dangerous product
The Companies and Markets show: The FTSE 350 review + Twitter liberated?
Ken Wotton: Volatility is throwing up really interesting opportunities
The Companies and Markets show: What are miners going to do with all their cash?
The Companies and Markets show: Inflation-proof companies and Musk buys Twitter
The Companies and Markets show: Bellway, Burford, and Tesco
Sebastian Lyon: I think we’re in a regime change vis-à-vis inflation
The Companies and Markets show: Buffett buys again and Spring Statement reactions
Paul Major: A transformation of healthcare is an inevitable reality
The Companies and Markets show: Commodities crisis continues
Isa investing in turbulent markets
The Companies and Markets show: Why is the FTSE 100 weighted towards value?
Getting portfolio construction and asset allocation right
Companies and Markets show: Defence shares profit from NATO spending
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår