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.
Made Tech (MTEC) Full Year 2023 results presentation - September 2023
SThree (STEM) FY23 Q3 Trading Update - September 23
The Pebble Group (PEBB) Half Year 2023 Results presentation - September 23
Somero Enterprises (SOM) 2023 Interim results presentation - September 23
Inspired PLC (INSE) FY23 interim results overview - September 2023
Nexteq (NXQ) H1 2023 Results presentation - September 23
Headlam Group (HEAD) Half Year results presentation - September 2023
Tribal (TRB) Half Year Results presentation - August 23
H&T Group (HAT) 2023 interim results presentation - August 2023
Hill & Smith (HILS) Interim results presentation - August 23
Secure Trust Bank (STB) Interim results 2023 overview - August 2023
NWF Group (NWF) Full Year 2023 results presentation - August 23
Franchise Brands (FRAN) Interim results presentation - July 23
SThree (STEM) Half Year 2023 results presentation - July 23
DSW Capital (DSW) FY23 Results presentation - July 2023
Sosandar (SOS) Full Year 2023 results presentation - July 23
Wynnstay Group (WYN) Interim results presentation - July 23
Begbies Traynor Group (BEG) Full Year 2023 Results presentation - July 23
TPXimpact (TPX) Full Year results presentation - July 23
ActiveOps (AOM) Full Year 2023 results presentation - July 23
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