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
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