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.
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
IG Design Group (IGR) FY23 results presentation - June 23
Mindgym (MIND) Full Year 2023 results presentation - June 23
SThree (STEM) FY23 Half Year Trading update - June 2023
Idox (IDOX) Interim results 2023 presentation - June 23
Venture Life Group (VLG) Capital Markets Day - 6th June 2023
Gusbourne (GUS) Full Year 2022 results presentation - June 23
Cerillion (CER) Interim results presentation - May 2023
Eneraqua Technologies (ETP) Full Year Results presentation - May 2023
EMIS Group (EMIS) Full Year 2022 results presentation - May 2023
Eneraqua Technologies (ETP) FY23 overview - May 23
Vertu Motors (VTU) Full Year 2023 results presentation - May 2023
Treatt (TET) Interim results presentation - May 23
The Property Franchise Group (TPFG) Full Year results 2022 - April 2023
1Spatial (SPA) Full Year results presentation - April 2023
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