Description
Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio.
Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex continue their discussion on the role of non-executive directors (NEDs) as share ambassadors, as well as what lies ahead for private investors in the wake of Labour’s win.
1:11 Lok’nStore sell
6:13 Britvic
9:56 ITV purchase
12:09 Braemar purchase
18:00 Non-executive director holdings
24:01 Labour government
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British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble.
It’s then onto our Investment Trust Special. We explore what trusts are most...
Published 11/15/24
Lord Lee and Alex reunite just a day after the US election result and a week on from the Autumn Budget. In the episode, the pair unpack how the latter will affect UK private investors and the economy at large, and Lord Lee gives his opinion on the effectiveness of the changes announced by...
Published 11/12/24