Tidying-up | Acquisition mania | Concrete delays
News covered here includes our assessment of results and updates from two highly acquisitive companies - we would like to see some organic growth as well. Elsewhere, a trading update from another subscription-based telematics group is more impressive, with plenty of organic growth, while the world of concrete levelling is proving more challenging. Read on here for our usual forthright 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…