))
VTP003 Mark & Bruce Discuss UK Small to Mid-Caps, Inflation & Fully Invested vs Cash
Manage episode 407411694 series 3561019
Content provided by Lee Cleasby and Hosted by Investors for Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Cleasby and Hosted by Investors for Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Bruce Packard and Mark Simpson discuss a hand full of UK small to mid-cap companies including a recent addition to Bruce’s portfolio; Hargreaves Lansdown (HL).
Bruce and Mark also discuss the investment potential of Abrdn (ABDN), iEnergizer (IBPO), Kape Technologies (KAPE), Quarto Group (QRT) and Superdry (SDRY).
Other key topics:
Whether it’s better to be in cash or fully invested?
When will inflation peak and the surge in demand for money market funds?
Terry Smith's banned words and phrases.
Discussing placings and right issues; are they buying opportunities or something to avoid?
Timestamps:
1:30 Discussing whether it’s better to be in cash or fully invested.
5:37 Discussing inflation and its impact on the share market.
7:10 Outflows from US banks and Credit Suisse.
7:45 Discussing the rising demand for money market funds.
8:15 Discussing the investment potential of Hargreaves Lansdown (HL).
12:45 Discussing the investment potential of Abrdn (ABDN).
13:50 Terry Smith banned words and phrases.
15:50 Discussing the investment potential of Abrdn (ABDN).
17:30 Interactive Investors, broker research tools and broker execution.
20:50 Companies that use buzzwords as a way of distracting investors.
22:50 Private equity taking over UK small caps.
25:00 Companies deciding to de-list such as iEnergizer (IBPO).
27:10 Discussing the current situation with Kape Technologies (KAPE).
28:20 Discussing Quarto Group (QRT) the book publishing company.
33:00 Discussing the investment potential of Superdry (SDRY)
37:00 Closing thoughts and wrap up.
Thank you for listening, we hoped you enjoyed the episode.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Mark & Bruce Resources.
Follow Mark on Twitter: https://twitter.com/DangerCapital
Buy Marks Book Here: http://excellentinvesting.org/
Follow Bruce on Twitter: https://twitter.com/bruce_packard
Visit Bruce’s Blog: https://brucepackard.com/
Visit FYR For More Investor Related Podcasts: https://www.fundyourretirement.com/
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.
20 episodes
Share
