Investor's Champion Podcast

Investor Insights: Unveiling Market Movers & Bonkers Bargains

In this episode of the Investors Champion Podcast, hosts Chris and Lee provide an overview of the latest news and updates impacting UK investors. They discuss the performance of the ultimate stock’s portfolio, focusing on AI-focused tech giants such as Google, ASML, Nvidia, and Apple. The conversation also highlights successful investments in companies like Garmin and the challenges faced by dividend-focused portfolios. Chris and Lee delve into up-and-coming AIM stocks and address concerns with current financial reporting standards. The episode wraps up with a light-hearted piece on “Pensions Lessons from Pixar’s Up” and insights into the UK pension fund investment strategies. Timestamps: 00:28 Catch-Up and Market Overview 00:57 Ultimate Stocks Portfolio: AI and Tech Giants 03:35 Garmin's Resilience and Innovation 07:16 Income Boosters: Dividend Payers 10:04 Bonkers Bargains: AIM and Smaller Companies 14:24 Rant on Financial Reporting 20:24 Pensions  26:34 Conclusion  If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Pension lessons from Pixar’s Up: https://www.investorschampion.com/channel/money-management/pension-lessons-from-pixars-up Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

IC040 Investor Insights, 2024 Stocks Review, Major Trends, and Top Performers

In this episode, the hosts provide a comprehensive overview of the performance of the Ultimate Stocks Portfolio, and standout companies. Chris reflects on the portfolio's performance in 2024, and delves into the influence of AI on investments, and address significant changes on the horizon for the AIM market and London Stock Exchange. The episode also explores lessons learned from past investments and highlights opportunities for 2025. Timestamps: 00:56 Reflecting on 2024: Ultimate Stocks Portfolio Performance 03:22 Investments: Hits and Misses 08:37 Challenges and Opportunities for the London Stock Exchange 09:33 The Future of AIM and Pension Awareness 18:02 Looking Ahead to 2025: If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

IC039 Investor Lessons: Management & Shareholder Misalignment

In this episode of the Investors Champion Podcast, Chris and Lee discuss key topics affecting UK investors, including company management remuneration misalignment, highlighted through case studies on Plexus and Manolete Partners. They delve into peculiar market investments, such as a banana taped to a wall sold for over $6 million, and assess significant market movers like Games Workshop, Sage, and Jet2. Additionally, they analyse the potential impacts of regulatory actions on Alphabet and chat about unique investment opportunities and risks in smaller companies like Michelmersh Brick Holdings. Timestamps: 00:36 Case Study: Plexus and Management Remuneration 03:45 Case Study: Manolete and Shareholder Misalignment 06:04 Crazy Investments: The $6.2 Million Banana 07:46 Bitcoin and the Cryptocurrency Craze 08:17 DOJ vs. Google: Potential Breakup of Alphabet 12:40 UK Success Stories: Games Workshop and Sage 19:12 Small Caps Spotlight: Jet2 and Michelmersh Brick Holdings 23:38 Conclusion If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

IC038 AIM Market and Budget Impacts

In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss the recent UK budget's implications on the AIM market and inheritance tax relief for business shares. They compare the growth potential between AIM shares and large technology stocks like Alphabet and Garmin, and the importance of the London Stock Exchange and AIM companies in promoting themselves. The episode also features responses to listener questions about the budget's impact on private pensions and dividends. Touching upon the debate over dividend payments versus reinvestment in company growth. Timestamps: 0:53 Impact of the Budget on AIM Market 04:23 Comparing AIM to Global Markets 09:54 Listener Questions and Final Thoughts 13:48 Conclusion and Next Week's Preview If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

IC037 Exploring High Yield Dividend-Producing Stocks

In this episode of the Investors Champion Podcast, hosts Lee and Chris delve into the world of dividend-producing stocks in the UK market. The episode covers the selection criteria for the Income Boosters Portfolio, which focuses on high-yield, reliable dividend-paying stocks with good dividend cover. They also touch upon the AIM High Yield Portfolio, highlighting its performance and the unique aspects of investing in smaller AIM companies. The hosts share examples of successful stocks, and the challenges faced, providing insights and strategies for building and managing a dividend-focused investment portfolio. Timestamps: 00:40 Introduction to Dividend Producing Stocks 03:04 What Makes Up the Income Boosters Portfolio 04:49 Examples of Dividend Stocks in the Portfolio 06:16 Challenges in Dividend Investing 10:40 Exploring the AIM High Yield Portfolio Stocks 13:11 Performance and Insights of AIM High Yield Portfolio 18:34 Pros and Cons of Dividend vs. Growth Portfolios 22:57 Final Thoughts on companies making transformational acquisition. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.