Sublime subscriptions | Waiting for rate cuts | Scientific scare
News covered here includes our assessment of results and trading updates from three subscription-based businesses which offer the sort of visibility investors crave and are willing to pay a premium for. Elsewhere, a profit warning from another popular AIM company with a fantastic track record saw the shares tumble – the buyers will surely be back – while a mortgage network is awaiting a boost from a rate cut. Read on here for our assessment of this and other news.
Episode 28 of the Investor’s Champion Podcast This episode of the Investors Champion Podcast, touches on the tech sector's recent sell-off, the investment strategies of quality growth managers, and analysis of major companies like NVIDIA, Alphabet, Unilever, and Nestle. Chris and Lee also delve into small cap news, highlighting the attractions of AIM companies such as Nichols (owner of Vimto) LBG Media (owner of ladbible.com), Nexteq, FRP Advisory Group and Tristel. They also consider conflicting updates from Ryanair and Easyjet. The episode concludes with a reflective discussion on traditional investing wisdom and the importance of understanding company fundamentals. Free to…