PIWORLD audio investor podcasts
Business:Investing
This video can be seen at: https://www.piworld.co.uk/2021/04/30/piworld-andy-broughs-3-minute-stockslam-other-gems/
Andy commented on Twitter on the Stockopedia/piworld StockSlam from April; we catch up with Andy to hear what caught his eye, how he perceives the retail investor, how to ‘Slam a stock’ and reflections from his career as a Fund Manager. A stream of investing gems to entertain and inform.
00:30 Stockopedia/piworld StockSlam & the PI community; mentions of John Menzies (MNZS), Tandem (TND) & Micro Focus (MCRO) & DX Group (DX.)
03:09 Liquidity and size of position in the fund with reference to Xaar (XAR)
04:17 What can the retail investor learn from the Fund Manager?
07:11 If you have 3 minutes to pitch a stock, what do you need to cover?
09:07 Selling: How do you know those stocks that keep growing and those that don’t.
11:13 Dart Group (JET2)
11:44 What did you learn from selling too early? ITM Power (ITM), AFC Energy (AFC)
14:03 3 minute StockSlam: Studio Retail Group (STU)
18:56 How important is the retail investor to listed companies?
20:09 Andy’s children and investing
24:24 What advice would you give to your younger self?
28:32 Should companies be communicating with retail investors?
29:22 Do you favour meeting management?
31:55 Ted Baker (TED)
32:55 Placings: will they continue?
34:26 What do you think of markets at the moment?
36:28 How do you feel about inflation?
If you want to join us for the next StockSlam on Wednesday 19th May 6pm, register here.
At several points, Andy refers to a piworld interview with Rosemary Banyard, Fund manager at VT Downing Unique Opportunities Fund, watch here.
About Andy Brough:
• Head of the UK & European Small and Mid Cap team
• Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund
• Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund
• Co-manager of Schroder ISF European Smaller Companies
• Investment career commenced on joining Schroders in 1987
• Chartered Accountant
• BSc in Economics, Manchester University
Tracsis (TRCS) interim results 2022 full presentation - April 2022
The Property Franchise Group (TPFG) full year 2021 results pesentation - April 2022
Stockopedia/PIWORLD StockSlam - April 2022
Tracsis (TRCS) interim results 2022 overview - April 2022
Attraqt (ATQT) full year 2021 results overview - April 2022
Personal Group (PGH) full year 2021 presentation - March 2022
Inspired (INSE) full year 2021 presentation - March 2022
Windward (WNWD) full year 2021 results presentation - March 2022
Quixant (QXT) 2021 full year results overview – April 22
FireAngel Safety Technology (FA.) full year results 2021 overview - March 2022
CVS Group (CVSG) interim results 2022 - March 2022
Judges Scientific (JDG) full year 2021 results presentation - March 2022
The Pebble Group (PEBB) full year 2021 results presentation March 2022
CVS Group (CVSG) 2022 interim results overview March 2022
Tribal Group (TRB) full year 2021 results presentation March 2022
Diaceutics (DXRX) full year 2021 results presentation March 2022
EMIS Group (EMIS) full year 2021 results presentation
Litigation Capital Management (LIT) Half Year 2022 retail presentation
Eagle Eye Solutions (EYE) interim results presentation
Somero Enterprises (SOM) Full Year 2021 results presentation
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast