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.
WH Ireland (WHI) 2023 interim results overview - December 2022
Sosandar (SOS) 2023 half year results presentation - December 2022
SThree (STEM) Full-year 2022 trading update - December 2022
Introducing Secure Trust Bank (STB) - December 2022
Begbies Traynor (BEG) interim results presentation - December 2022
IG Design Group (IGR) interim results 2023 - November 2022
Cerillion (CER) Full year 2022 results presentation - December 2022
MindGym (MIND) Interim results presentation - December 2022
Creightons (CRL) Interim results presentation - December 2022
DSW Capital (DSW) Interim results 2023 presentation - November 2022
ActiveOps (AOM) Interim results presentation - November 2022
Treatt (TET) Full Year 2022 results presentation - November 2022
SThree (STEM) Investor Briefing Series - Growth Drivers - November 2022
DotDigital (DOTD) Full-Year 2022 results overview - November 2022
Tracsis (TRCS) Full-Year results 2022 presentation – November 2022
Aquis Exchange plc (AQX) Capital Markets Day - November 2022
Tracsis (TRCS) full year 2022 results overview - November 2022
Eneraqua Technologies (ETP) interim results presentation - October 2022
Sosandar (SOS) H123 Trading Update call – October 2022
Eneraqua Technologies (ETP) interim results overview - October 2022
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