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.
The Pebble Group (PEBB) interim results presentation - September 2022
Accrol Group Holdings plc (ACRL) Full-Year 2022 results presentation - September 2022
Windward Ltd (WIND) interim results August 2022
Headlam (HEAD) interim results presentation September 2022
Tribal Group (TRB) 2022 half year results presentation - August 2022
NWF Group (NWF) Full-Year 2022 results presentation August 2022
WH Ireland (WHI) FY22 results overview - July 2022
SThree (STEM) Interim results 2022 – July 2022
TPXimpact Holdings (TPX) FY22 results presentation – July 2022
Creightons (CRL) Full Year 2022 results presentation - July 22
Begbies Traynor (BEG) Full Year 2022 results presentation - July 2022
Sosandar (SOS) Full Year 2022 results presentation - July 2022
TPXimpact Holdings (TPX) full year 2022 overview - July 2022
DSW Capital (DSW) Full Year 2022 results presentation - July 2022
LPeC: Exploring listed private capital - resilience and opportunity. Part 2 of 2. July 2022
Zoo Digital (ZOO) Full Year 2022 results presentation - July 22
LPeC: Exploring listed private capital - resilience and opportunity. Part 1 of 2. July 2022
ActiveOps (AOM) full year 2022 results presentation - July 2022
Various Eateries (VARE) interim results presentation - June 2022
Design Group (IGR) Full Year 2022 results presentation - June 2022
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