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.
Tracsis (TRCS) Full-Year results 2022 presentation – November 2022
Aquis Exchange plc (AQX) Capital Markets Day - November 2022
Tracsis (TRCS) full year 2022 results overview - November 2022
Eneraqua Technologies (ETP) interim results presentation - October 2022
Sosandar (SOS) H123 Trading Update call – October 2022
Eneraqua Technologies (ETP) interim results overview - October 2022
Sell it to The City – October 2022
Vertu Motors interim results webinar - October 2022
Judges Scientific (JDG) interim results presentation – September 2022
GetBusy (GETB) Capital Markets Day - September 2022
EMIS Group (EMIS) 2022 half year results presentation - September 2022
Litigation Capital Management (LIT) Full Year 2022 results presentation - September 2022
The Property Franchise Group (TPFG) 2022 interim results presentation - September 2022
CT Automotive (CTA) interim results presentation - September 2022
Eagle Eye (EYE) Full-Year 2022 results presentation - September 2022
Somero Enterprises (SOM) Interim Results 2022 presentation - September 2022
MadeTech (MTEC) Full-Year 2022 results presentation - September 2022
SThree (STEM) Q3 2022 Trading Update presentation - September 2022
Litigation Capital Management (LIT) Full Year 2022 results overview - September 2022
Quixant (QXT) 2022 interim results presentation - September 2022
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