PIWORLD audio investor podcasts
Business:Investing
01:05 VT Holland Advisors Equity Fund performance ytd
01:58 Andrew’s view on inflation and how to position as an investor
05:50 Covid-19 and how it plays out from here
09:28 Young & Co (YNGA; YNGN) and JD Wetherspoon (JDW)
12:26 Portfolio changes over the last 6 months Beijing Capital International Airport (HKG:0694); Mandarin Oriental (SGX:M04); EasyJet (EZJ) v Jet2 (JET2); Facebook (NASDAQ:FB)
16:07 International holdings and bandwidth required to hold companies from all geographic markets
17:12 Facebook (NASDQ: FB) and BooHoo (BOO)
17:29 Depressed compounders: VP (VP.), Jet2 (JET2), Brenbo SpA (BIT:BRE)
17:53 Owner managers: Ballore SE (EPA:BOL), BIglarie Holdings Inc (NYSE: BH), VP (VP.), Frasers (FRAS), Jet2 (JET2)
21:18 How do you screen?
23:19 BooHoo (BOO)
30:02 Biglari Holdings (NYSE: BH)
36:10 Which international markets do you perceive are under valued? Do you think we’ll continue to see bid activity?
38:22 About Andrew and the fund
Holland Advidors website.
About Andrew Hollingworth:
Andrew set up Holland Advisors in 2008. Holland provides High quality investment research to some of the world’s most senior and respected institutional investors. Andrew also manages an equity investment fund which he set up in 2011, which is converting to UK UCITS status in early 2021. Andrew specialises in looking to invest in owner manager run businesses that compound at high per-share rates for long periods. However, he is keen to invest at times when the stock market may be less believing in them. (Ie he is looking buy great companies when they are priced like bad ones). Andrew and his team at Holland also give macro-economic insights, having successfully expressed caution ahead of both the 2008 economic crisis and Covid 19. Prior to Holland Advisors Andrew worked for Merrill Lynch, Redburn Partners and Henderson Fund Managers. He started working in the Investment industry in 1987, aged 18.
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Made Tech (MTEC) Interim results presentation - Febuary 24
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Accrol Group (ACRL) Interim results presentation - Febuary 24
Wynnstay Group (WYN) Full Year 2023 results presentation - Febuary 24
NWF Group (NWF) Half Year results presentation - January 24
SThree (STEM) Full Year 2023 results presentation - January 24
Idox (IDOX) Full Year 2023 results presentation - January 24
Knights Group (KGH) Half Year results presentation - January 24
SThree (STEM) FY23 Full Year Trading update - December 23
Sosandar (SOS) Half Year results presentation - December 23
Begbies Traynor Group (BEG) Half year results presentation - December 23
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