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.
Diaceutics (DXRX) Full Year 2022 Results presentation - April 2023
Windward (WNWD) Full Year 2022 results presentation - March 2023
Tracsis (TRCS) Interim results presentation - April 2023
Sosandar (SOS) FY23 Trading Update call - April 2023
Inspired (INSE) Full Year 2022 presentation - March 2023
Tracsis (TRCS) Interim results overview - April 2023
Secure Trust Bank (STB) Full Year 2022 overview - March 2023
Tribal (TRB) Full Year 22 Results presentation - March 23
The Pebble Group (PEBB) Full Year Results 2022 - March 2023
Judges Scientific (JDG) Full Year 22 Results presentation - March 23
Literacy Capital (BOOK) Full Year 2022 Investor presentation - March 2023
SThree (STEM) FY23 Q1 Trading Update - March 2023
Somero Enterprises (SOM) Full Year 2022 results presentation - March 2023
Eagle Eye Solutions (EYE) interim results presentation - March 2023
Franchise Brands (FRAN) Full Year 2022 presentation - March 2023
Hill & Smith (HILS) Full Year 2022 results presentation - March 23
Headlam Group (HEAD) Full Year 2022 results presentation - March 2023
Made Tech (MTEC) interim results presentation - February 2023
Wynnstay Group (WYN) Full year 2022 results - February 2023
Eagle Eye Solutions Group plc (EYE) Teach-in on the acquisition of Untie Nots
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