PIWORLD audio investor podcasts
Business:Investing
00:51 Jeremy’s background
05:24 QE & monetary policy
13:30 Inflation
20:15 Where should one invest today?
24:43 What are your stock selection criteria?
28:30 Where are you seeing innovation in companies and sectors today?
32:47 Process innovation: Aquis Exchange #AQX
35:03 The role of the bank or broker’s effect on the cost of capital for a company and their market value
40.25 Owner managed businesses
43:57 Today, are you a value or growth investor?
52:15 About Jeremy’s podcast: In the company of Mavericks
55:09 Where to find Jeremy
Jeremy on Linkedin: www.linkedin.com/in/jeremy-mckeown-33b962a/
Jeremy's websites:
www.hypernormaltimes.com
www.inthecompanyofmavericks.com
Dowgate wealth: https://dowgatewealth.co.uk/our-team/jeremy-mckeown/
About Jeremy:
Jeremy has worked in the UK equity market for four decades, he has met and interacted with all types of investors. He has met countless companies and read widely on different investment topics. He has invested in a variety of companies and implemented differing strategies, sometimes successfully, other times disastrously. He is now looking to use his experience, knowledge and world view to make better decisions about his own investments. He would also like to help other investors and companies to make better decisions about the world we inhabit, to learn and disseminate new ideas, avoid unnecessary risk and hopefully to help keep a positive perspective on what at times appears to be a chaotic and dysfunctional place.
Tracsis (TRCS) Full Year results presentation - November 23
Pod Point (PODP) Capital Markets Day held 16 November 2023
ActiveOps (AOM) Interim 2024 results presentation - November 23
Tracsis (TRCS) Full Year 2023 Results overview - November 23
Secure Trust Bank (STB) Capital Markets Day - November 2023
Huddled Group (HUD) Interview - November 23
Gresham Technologies (GHT) Investor Briefing: Introduction to Floe - October 2023
1Spatial (SPA) H1 2024 results presentation - October 2023
Sosandar (SOS) H1 Trading and Strategy update - October 23
Introduction to Xeros Technologies (XSG) - October 2023
Eneraqua Technologies (ETP) Half Year results presentation - October 23
Eneraqua Technologies (ETP) Half Year Results Overview – October 2023
Vertu Motors (VTU) Interim results presentation - October 23
Accrol Group (ACRL) Full Year 2023 results presentation - October 23
Gusbourne (GUS) Interim results presentation - September 23
WH Ireland (WHI) Full year 2023 results overview - September 23
Judges Scientific (JDG) Half Year 2023 results presentation - September 23
Eagle Eye (EYE) Full Year results presentation - September 23
Inspired (INSE) FY23 Interim Results presentation - September 2023
Fintel (FNTL) HY23 results presentation - September 23
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