Episodes
The topics, stocks and shares mentions / discussed include:
-With special guest Jamie Ward, Investor, Equity Analyst, Fund Manager, former Head of Investment Solutions @ AJ BELL @JamieCDubya on Twitter / X
-With special guest Jason Needham, Full-time investor / Small to Mid cap specialist trend follower @stealthsurf on Twitter / X Website Trading Bases
-Trading & Investing in volatile markets
-What to focus on in the markets & stocks
-Warpaint London / W7L
-Man Group / EMG
-Ashtead...
Published 04/19/24
The topics, stocks and shares mentions / discussed include:
Winning 270% in profits with this private label winner,
TwinPetesInvesting Challenge winners,
Stamp Duty,
Tesla / TSLA
McBride / MCB
British American Tobacco / BATS
Kainos / KNOS
META
Windward Ltd / WNWD
Unity Software / U / Spatial Computing
Helium One Global /HE1
Zephyr Energy / ZPHR
Greencore / GNC
Braemar Plc / BMS
Dividends
Ai, AR, VR
Sentiment / Momentum
Phil Oakley's blog
Henry Viola-Heir's blog
Harriman House books
Powder...
Published 04/04/24
The topics, stocks and shares mentions / discussed include:
Special guest Algy Hall of Citywire
Elite Companies
Top Fund Managers / Top Portfolio Managers
Rolls Royce / RR.
Unilever / ULVR
Renault / RNO
Reckitt Benckiser / RKT
BridgeBio Pharma / BBIO
Mortgage Advice Bureau (Holdings) / MAB1
Moneysupermarket.com / MONY
Thor Industries / THO
Inditex Group / BMAD
Tractor Supply Co. / TSCO
Macerich Co. / MAC
GSK / Haleon / HLN
Biotech
Consumer Staples
Funds
Investment Trusts
Phil Oakley's blog...
Published 03/22/24
The topics, stocks and shares mentions / discussed include:
Potential UK takeover stocks & How to identify them,
Renishaw / RSW
Smith & Nephew / SN.
TBC Bank Group / TBCG / Georgia Capital / BGEO / Bank of Georgia CGEO
Marks & Spencer / MKS
Greggs / GRG
Victrex / VCT
AG Barr / BAG
Coats / COA
Currys / CURY
Spirent / SPT
ITV
Natwest Bank / NWG
Lloyds Bank / LLOY
The British ISA
FTSE
AIM
Dividends
Medtech
3D Engineering
Harriman House books
Powder Monkey Brewing Co 5% discount...
Published 03/07/24
The topics, stocks and shares mentions / discussed include:
Nvidia,
Whitbread / WTB/ Premier Inn
4Imprint / FOUR / Promotion Marketing material
Bloomsbury Publishing / BMY/ Books
GSK / Pharma /Growing Pipeline / Litigation,
PUMA SE / PUM / PUMA Sportswear brand,
UEFA Euro 2024 Competition
FIFA 2026 World Cup
Newmark Security / NWT,
Palo Alto Networks / PANW
Strong markets, India / Japan / Turkey
Tech,
AI,
Total returns,
Dividends,
Psychology, Risk, Fear of Missing...
Published 02/23/24
The topics, stocks and shares mentions / discussed include:
Introducing Phil Oakley as our new Twin Petes Investing podcast co-host,
Jet2
Shaftesbury Capital / SHC
Bakkavor Group / BAKK
XPS Pensions / XPS
Diageo / DGE
NXP Semiconductors NV / NXPI
BP Plc / BP.
Food, Booze, Holidays, Property, Pensions
Tech / AI
FTSE
AIM
Dividends / Progressive dividends
Investing
Trading
Harriman House books
Powder Monkey Brewing Co 5% discount code : TWINPETES
CENTREPOINT Charity Appeal please make a...
Published 02/08/24
The topics, stocks and shares mentions / discussed include:
Could Private Equity dry powder drive further takeovers,
Computacenter / CCC
Bridgepoint Group / BPT
Agco Corp. / AGCO
Watches of Switzerland / WOSG/ Rolex watches,
Systems1 Group / SYS1
H&T Group / HAT
SDI Group
Centrepoint Charity fundraise,
Psychology,
FTSE,
AIM,
Dividends,
TwinPetesInvesting Challenge
Harriman House books
Powder Monkey Brewing Co 5% discount code : TWINPETES
CENTREPOINT Charity Appeal please make a donation...
Published 01/27/24
The topics, stocks and shares mentions / discussed include:
291,612% life-changing investment returns
Ferguson / FERG
Breedon / BREE
Nvidia elephants do gallops
Applied Materials / AMAT
Upland Resources / UPL
Greggs / GRG
Safran / SAF
Embecta / EMBC
TwinPetesInvesting Challenge December 2023 winner
TwinPetesInvesting Challenge 2023 overall winner & runner-ups
Bitcoin / BTC
Argo Blockchain / ARB
Angle / AGL
C4XD
Lunglife Ai / LLAI
Persimmon / PSN
Pandora
Psychology
Harriman House books...
Published 01/12/24
The topics, stocks and shares mentions / discussed include:
Who is ate all the pies?
The Cisco Ai opportunity / CSCO
Greggs / GRG
Taylor Wimpey /TW.
Pollen Street / POLN
Atlantic Lithium / ALL
RHI Magnesita / RHIM
Persimmon / PSN
Avacta / AVCT
Destiny Pharma / DEST
Creo Medical / CREO
Central Asia Metals / CAML
Warehouse REIT / WHR
Oxford Instruments / OXIG
Beazley / BEZ
Insig Ai / INSG
Artificial Intelligence / Ai
Good Energy / GOOD
Team Internet / TIG
TP ICAP Group / TCAP
City of London...
Published 12/29/23
The topics, stocks and shares mentions / discussed include:
A Santa Rally?
Pandora Jewellery / 0NCQ
Reckitt Benckiser / RKT
Franchise Brands / FRAN
Fortinet Inc / FTNT / Ai / Cybersecurity
Eurocell / ECEL / Recycling
IMC Exploration / IMC
Empire Metals Ltd / EEE
Phoenix Copper / PXC
Bidstack / BIDS
Smartspace Software /SMRT
Woodford Equity Income Fund
Impellam / IPEL
Experian / EXPN
New $DJIA record all-time high
Takeovers
Have interest rates peak?
November TwinPetesInvesting Challenge...
Published 12/15/23
The topics, stocks and shares mentions / discussed include:
Mergers, TakeOVERS & TAKEunders
TwinPetes Investing Challenge 2024
Intertek / ITRK
Autodesk / ADSK
Journeo / JNEO
Creo Medical / CREO / Robotics / Medtech
SmartTech247 / S247 / Cybersecurity
Frontier Developments / FDEV
Hotel Chocolat / HOTC
City Pub Group / CPC
DX Group / DX.
Digital 9 Infrastructure / DGI9
Fidelity China Special Situations / FCSS
abrdn China Investment Company Ltd / ACIC
Ethernity Networks /ENET
Artificial...
Published 12/01/23
The topics, stocks and shares mentions / discussed include:
Winning hidden AI opportunities
Experian / EXPN
United Microelectronics Corp / UMC
Cordel / CRDL
Anpario / ANP
George Risk Industries / RSKIA
Ethernity Networks /ENET
Avacta Group / AVCT
Tirupati Graphite / TGR
Mitchells & Butlers / MAB
Jet2
Fevertree / FEVR
Pendragon / PDG
Tracsis / TRCS
October Investing Challenge winner
Downing Strategic Micro-cap IT / DSM
Harriman House books https://harriman.house/
Powder Monkey Brewing Co...
Published 11/17/23
The topics, stocks and shares mentions / discussed include:
Potential winning quality investing ideas,
Rightmove / RMV
GlobalData / DATA
Floor & Decor Holdings / FND
Ascential / ASCL
Old Republic International / ORI
FTSE / AIM Takeovers
FireAngel / FA.
Sopheon / SPE
Strix / KETL
Equals / EQLS
Smoove / SMV
IPO woes for CAB Payments / CABP
Private Equity IPO's
Spirent / SPT
Seeking deep Intrinsic & SOTP value
Health / Tech sector screening
FTSE 100 / FTSE All-share & AIM All-share...
Published 11/03/23
The topics, stocks and shares mentions / discussed include:
What next for Disney? /DIS
Bloomsbury Publishing / BMY
Keywords Studios / KWS
Danaos Corp / DAC
Oxford BioDynamics /OBD
Kin & Carta / KCT
Barratt Developments / BDEV
Bellway / BWY
Persimmon / PSN
CVS Group / CVSG
Keller /KLR
Microsoft / MSFT
Frontier Developments / FDEV
Corero Network Security / CNS
Gaming sector
TwinPetesInvesting Challenge September winner,
Amazon /AMZN
Netflix / NFLX
Streaming
FTSE / AIM Takeovers
FTSE / AIM...
Published 10/19/23
The topics, stocks and shares mentions / discussed include:
Potential investing opportunity of India
Cogent Communications Holdings / CCOI
GB Group / GBG
Tracsis / TRCS
Renewi / RWI possible takeover
Biopharma Credit / BPCR / BPCP
Oxford Biodynamics / OBD
XP Power / XPP
Horizonte Minerals / HZM
IHT Reforms/speculation
Pendragon / PDG takeover battle
Anglo Asian Mining / AAZ
Digital 9 Infrastructure / DGI9
Boohoo / BOO
Hipgnosis Songs Fund / SONG
Strix / KETL
Cybersecurity / Fraud
Tech /...
Published 10/05/23
The topics, stocks and shares mentions / discussed include:
FTSE & AIM Takeovers & winners,
What does the BOE Interest rate pause mean for markets,
Veeva Systems Inc / VEEV
RHI Magnesita / RHIM
Elementis / ELM,
Instacart IPO / CART
Strix / KETL
BP Marsh / BPM
Pendragon / PDG takeover battle,
Ford / F
Finsbury Food Group / FIF
DX Group / DX.
Dunelm / DNLM
Croda / CRDA
Brandshield / BRSD
Arbitrage
Private Equity
Debt
Delistings
Inflation
Electric vehicles
Harriman House books
Powder...
Published 09/21/23
The topics, stocks and shares mentions / discussed include:
Potential winning stocks in the residential lettings/renting niche,
July's TwinPetes Investing Challenge winner
August's TwinPetes Investing Challenge winner
Teradyne / TER
Foresight Group / FSG
Reckitt Benckiser / RKT
Unilever / ULVR
Grainger /GRI
Mears / MER
GAMA Communications / GAMA
Instem / INS
ErgoMed / ERGO
Empiric Student Property / ESP
Unite Group / UTG
PRS Reit / PRSR
Income / Dividends
FTSE
AIM
Inflation / Interest...
Published 09/07/23
The topics, stocks and shares mentions / discussed include:
Special guest
Golden days of investing
Nvidia / NVDA
ARM IPO
FundSmith Equity / Terry Smith
Blue Whale Growth Fund / Stephen Yiu
Slater Growth Fund
Corporate Bonds
Gilts
Regular savings & Investments
Bango / BGO
Surface Transforms / SCE
Glantus Holdings / takeover / GLAN
Microlise / SAAS
Chipotle Mexican Grill Inc / CMG
Medpace / MEDG
Crest Nicholson / CRST
Investing opportunities in housebuilders? Persimmon / PSN Barrett...
Published 08/24/23
The topics, stocks and shares mentions / discussed include:
Could the ARM IPO be a catalyst for positive markets,
Amazon / AMZN Apple /AAPL Samsung NVIDIA / NVDA Intel /INTC
The importance of the psychology investing,
Seasonality of markets,
FTSE 100
AIM All-Share
Factset Research Systems Inc / FDS
Dunelm / DNLM
Hargreaves Lansdown / HL. Woodford effect?
Robinhood Markets / HOOD
Avingtrans / AVG
SDI Group /SDI
WANdisco /WAND
Mattel Inc / MAT Barbie royalties winner
4imprint /...
Published 08/10/23
The topics, stocks and shares mentions / discussed include:
Rolls Royce the defence winner?
The Apple phenomenon
Do you know your $DNA?
Gingko Bioworks Holdings
Games Workshop / GAW
Accenture / ACN
Artificial Intelligence / Ai
Kier / KIE
Construction / Infrastructure
S4 Capital / SFOR
Advertising spend
Averaging down risks
Portmeirion / PMP
FTSE 100
AIM All-Share
Rentokil /RTO
Rollins / ROL
RTC Group / RTC
Gresham House takeover premium / GHE
MNA, takeover, consolidation...
Published 07/27/23
The topics, stocks and shares mentions / discussed include:
UiPath to an Ai winner
Pensions Hunting for investments
June's TwinPetesInvesting Challenge winning portfolio
Robbie Burns aka The Naked Trader book winners
Nasdaq Inc NDAQ
Microsoft MSFT Activision Blizzard ATVI
Broadcom AVGO VMWare VMW
Nvidia NVDA Softbank Arm
Vodafone VOD
Barclays BARC Landmark case wrt Transfer fraud
Mortgage time-bomb
Future FUTR
FTSE 100
AIM All-share
US CPI / Inflation data
CAB Payments CABP
Sanderson Design...
Published 07/13/23
The topics, stocks and shares mentions / discussed include:
TwinPetesInvesting Challenge May winner
A potential winning gaming stock
How to win Robbie Burns aka The Naked Trader's new book
Nikkei/ Japanese stock winners
Japanese stocks including Nippon, Sony, Softbank, Toyota, Honda,
Could Thames Water debts be a re-across to Severn Trent / SVT
Debt / Indebtedness
A Future turnaround
Dividend risks
Gravity co / GRVY
Frontier Development / FDEV
Team 17 / TM17
Devolver Digital / DEVO
ITV
Mast...
Published 06/29/23
The topics, stocks and shares mentions / discussed include:
How to generate Monster returns
Growth stocks
Apple / AAPL
Amazon / AMZN
Tyman / TYMN
Grafton / GFTU
Michelmersh / MBH
Alfa Financial Software / ALFA
Hilton Foods / HFG
WE Soda
NCC
M&C Saatchi / SAA
Robert Walters /RWA
RWS
Nexen/Tremor / TRMR
Artificial Intelligence /AI
Fidelity National Information Services / FIS
FTSE 100
AIM All-Share
S&P 500
Inflation
Interest rates,
UK ETFS
US TECH ETF / IITU
S&P 500 ETF /...
Published 06/15/23
The topics, stocks and shares mentions / discussed include:
Two special guests: Alex DeGroote & Henry Viola-Heir
The Artificial Intelligence Theme / AI
Nvidia / NVDA
Microsoft / MSFT
ASML Holding / ASML
Taiwan Semiconductor Manufacturing Co / TMSC / TMS
Calnex / CLX
Spirent / SPT
DotDigital / DOTD
Eleco / ELCO
Keywords Studio / KWS
Tremor International / TRMR
Digital 9 Infrastructure / DGI9
DWF Group / DWF
Gateley / GTLY
Begbies Traynor / BEG
Premier Miton / PMI
S4 Capital / SFOR
WE...
Published 06/01/23