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The Desert Island Investor

Mark Atkinson and Paul Kerin

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The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. The stocks that Mark reviews on this channel are from his real portfolio and not a 'virtual' portfolio, so these are genuine win-some, lose-some stories. We hope that you'll also enjoy our regular feature 'Question in a Bottl ...
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There are lots of voices in the coaching world. Few are as trusted as the Pacey Performance Podcast. Rob Pacey and his guests share the philosophies, ideas and insights in conversations that are the signal in the noise of the sport performance space.
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Carry the Two pulls back the curtain to reveal the mathematical and statistical gears that turn the world. We’re the show for people who enjoy discovering hidden elements that impact our lives in the most unexpected ways, and math is certainly one of those! We are a curiosity-driven podcast that looks to find unique perspectives from the fields of mathematics and statistics. We use stories to convey how mathematical research drives the world around us, with each episode tackling a different ...
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When three high school students from modern-day Pennsylvania find themselves trapped in a world of wizards, elves, and feudal intrigue, they must learn to survive in their new surroundings, and undertake an epic quest to save the world from the encroaching forces of chaos. WARNING: This Audio Drama contains adult language, graphic descriptions of violence, and explicit discussions of sexuality. This is, of course, in the interest of historical realism. We hope you enjoy our story about wizar ...
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In this episode of the Pacey Performance Podcast, Alan Murdoch discusses the "fast to fit" approach to rehabilitation. Alan advocates for prioritizsng movement assessment over tests, underscoring the value of a strong coaching eye in identifying and addressing underlying issues in athletic movement. This approach allows for more targeted interventi…
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n this podcast, Kasper Thornton, Group Director of Human Performance at Right to Dream, discusses the complexities and strategies involved in leading a performance department across multiple clubs. He emphasizes a "person-first" approach, where selecting candidates based on mindset, values, and team fit is prioritized over mere technical skills. Th…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, listener Darren Wrigley asks "How do you live off your dividends?". If you would like to hear Mark's opinion on an investing-related topic, pop your question in…
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In this episode of the Pacey Performance Podcast, Fearghal Kerin, Rehabilitation Physiotherapist, Chelsea Football Club, discusses the growing prevalence of T-junction hamstring injuries and the importance of location-specific rehabilitation strategies. Fearghal outlines his background, highlighting his PhD focused on hamstring injuries and his wor…
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In this episode of the Pacey Performance Podcast, Gerard McMahon joins us to discuss "activation" exercises and their role in improving performance and preparation. Activation exercises have long been touted for their ability to improve performance by targeting specific muscle groups and maximizing motor unit recruitment. However, Gerard challenges…
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The demand for the effective sterilisation of medical equipment is one that is unlikely to ever change. In this episode Mark reviews his holding in Tristel, the inventors of a patented biocide which is effective across a wide range of medical applications. The Desert Island Investor podcast is generously hosted by London City based analysts Progres…
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In this episode of the Pacey Performance Podcast, John Noonan, Warren Bradley, Vasek Jursík and Lucas Baistrocchi discuss the significance of Blood Flow Restriction (BFR) training within the athlete recovery pyramid, highlighting its benefits for improving recovery and performance. BFR training is emphasized as a crucial recovery method, particular…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, Katherine Amos asks Mark "How do you choose your stocks?". If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bott…
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In this episode of the Pacey Performance Podcast, Sports Scientist at the Melbourne Storm rugby league club, Rob Delves discusses the growing use of PowerBI in sports science for data analysis and visualization. PowerBI is becoming a preferred tool over Excel due to its efficiency in handling larger data sets from multiple sources. Rob emphasizes t…
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Concurrent Technologies plc is a British company that designs and manufactures ultra-rugged computer boards for use in integrated systems. These products are designed to be durable and reliable in extreme conditions and their markets include defence, aerospace, scientific research and telecommunications. I have been a shareholder for a while now so…
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In episode #499 of the Pacey Performance Podcast, Rob is joined by guests Enda King, Ed Gannon, and Steve Short to delve into the intricacies of preventing and managing groin injuries. They emphasize the importance of monitoring and managing training loads, particularly during transitions from pre-season to in-season phases. The discussion highligh…
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In this episode of the Pacey Performance Podcast, Rob sits down with Physiotherapist and Head of the Assessment Lab at Aspetar, Roula Kotsifaki to delve into the critical role of technology and specific testing protocols in determining an athlete's readiness to return to play after an ACL injury. Roula emphasizes the importance of measuring asymmet…
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Nichols plc (NICL) is the business behind a number of soft drink creations most notably the classic brand Vimto. Mark has just taken a position in Nichols and in this episode he explains why he thinks the company has a promising future. On the island Paul tries out Vimto on the Parrots and discovers he's the only living creature on the planet that …
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On this episode of the Pacey Performance Podcast, Rob is speaking to 3 experts when it comes to the research and application of force plates, Phil Graham-Smith, Matt Jordan and Paul Read. The converation starts off with Phil diving into how we choose a force plate and what are our options to ensure we are choosing the right technology for our needs…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, fellow investor Paul Igoe asks Mark "When did you give up your day job?". If you would like to hear Mark's opinion on an investing-related topic, pop your quest…
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In episode 496 of the Pacey Performance Podcast, Rob is talking to Mitch Cholewinski, Coordinator of Football Sports Science at the University of Nebraska. Mitch starts off with detailing his unusual route into sports science and explains how he applies process dynamics from chemical engineering to manage and optimize athlete training regimens thro…
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In this episode of the Pacey Performance Podcast, Rob is speaking to Consultant, Physio and Biomechanist at the Manchester Institute of Health and Performance, Chris Bramah. Delving into the intricacies of running mechanics, Chris explains the crucial connection between specific movement patterns and the risk of hamstring injuries. Through his expe…
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ME-Group International plc (MEGP) are vending machine experts and they install and operate instant-service equipment in 17 countries around the world. Photo-booths and 24/7 laundry machines are two of their core products. In this episode Mark explains why this holding has been so successful and he puts his underwear where his mouth is by washing hi…
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In episode #494 of the Pacey Performance Podcast, Rob is speaking to Senior Lecturer in Musculoskeletal Physiotherapy at the University of Notre Dame, Brady Green for a detailed exploration of calf injuries, particularly their high prevalence and recurrence in elite sports. Brady sheds light on the limited research surrounding the initial risk fact…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, fellow investor Paul Igoe asks Mark "What were your worst disasters?". If you would like to hear Mark's opinion on an investing-related topic, pop your question…
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In this episode of the Pacey Performance Podcast, Rob is speaking to Head of Performance at Rangers FC, Tom Taylor. Tom discusses the integration of speed training principles from various sports into soccer to enhance acceleration, max velocity, movement efficiency, and injury prevention among players. In this episode of the Pacey Performance Podca…
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In this episode of the Pacey Performance Podcast, Rob is talking to Matt McInnes Watson about the critical role of jump training in physical development. Matt, a former high jumper turned coach, shares insights from his extensive experience in both track and field and team sports. He discusses how balancing a full-time job, part-time PhD, and start…
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In thi episode of the Pacey Performance Podcast, Rob is joined by Joey Bergles, Director of Strength & Conditioning at JJ Pearce High School. In this podcast, Joey shares invaluable insights gained from his experiences in Dallas's public schools, his own business, and online coaching platforms. Joey highlights the importance of an open mindset, the…
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If a company that you invest in is under-performing, attending their Annual General Meeting gives you an opportunity to find out what they are doing to resolve any issues. In this episode Mark gives a blow-by-blow account of his discussion with the directors of Titon Holdings at their 2024 AGM. The Desert Island Investor podcast is generously hoste…
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This week on the Pacey Performance Podcast, Rob is speaking to Brent Callaway, Anthony Hobgood and Nic Hill who are all part of EXOS. This podcast dives deep into the essence of sprinting, guiding you through an exclusive look at how EXOS, with its 11 locations worldwide, builds fast athletes. Brent, Anthony and Nic offer insights into the challeng…
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Andy featured on episode #480 of the Pacey Performance Podcast. This #bitesize episode takes a great clip from that episode where he discussed - Why tackle technique is important in rugby and American football Developing a tackle technique framework Evidence of its real-world benefits Check out the full episode with Andy here - https://www.sportsmi…
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In this episode of the Pacey Performance Podcast, Rob is joined by James Bunce, Performance Consultant & Owner, XG Performance. James shares his journey, starting from Southampton, where he climbed up to head of the department from initially starting as an intern in the academy, through his transition to the Premier League to develop a high-perform…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, podcast subscriber ROSYGOLFER asks Mark "How do I buy shares for my grandchildren?". If you would like to hear Mark's opinion on an investing-related topic, pop…
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In this episode of the Pacey Performance Podcast, Rob is joined by Alan Murdoch, Jason Avedesian and Nick Court with topic being all about data driven rehab. This conversation takes a closer look at how integrating precise data collection and analysis into rehab processes can significantly improve outcomes for athletes. By focusing on early ACL reh…
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Eamonn featured on episode #484 of the Pacey Performance Podcast. This #bitesize episode takes a great clip from that episode where he discussed - The lack of research in understanding the impact of a flat foot vs ball of the foot landing When Eamonn advises on using each one How each option effects intensity Check out the full episode with Eamonn …
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