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) FY22 results overview - July 2022
SThree (STEM) Interim results 2022 – July 2022
TPXimpact Holdings (TPX) FY22 results presentation – July 2022
Creightons (CRL) Full Year 2022 results presentation - July 22
Begbies Traynor (BEG) Full Year 2022 results presentation - July 2022
Sosandar (SOS) Full Year 2022 results presentation - July 2022
TPXimpact Holdings (TPX) full year 2022 overview - July 2022
DSW Capital (DSW) Full Year 2022 results presentation - July 2022
LPeC: Exploring listed private capital - resilience and opportunity. Part 2 of 2. July 2022
Zoo Digital (ZOO) Full Year 2022 results presentation - July 22
LPeC: Exploring listed private capital - resilience and opportunity. Part 1 of 2. July 2022
ActiveOps (AOM) full year 2022 results presentation - July 2022
Various Eateries (VARE) interim results presentation - June 2022
Design Group (IGR) Full Year 2022 results presentation - June 2022
Appreciate Group (APP) Full year 2022 results presentation - June 2022
Eneraqua Technologies (ETP) full year 2022 results presentation - June 2022
Oxford Metrics (OMG) interim results 2022 overview - June 2022
Eneraqua Technologies (ETP) 2022 full year results overview
Idox (IDOX) Interim Results 2022 presentation - June 2022
Oxford Instruments (OXIG) Full Year 2022 results presentation - June 2022
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