Episode 17 of the Investor’s Champion Podcast
In this episode of the Investor’s Champion Podcast Chris and Lee discuss the resurgent UK stock market (we haven't said that for a while!) and encouragement from the UK construction sector. They run through the latest results from Walt Disney, a constituent of Investor's Champion's Ultimate Stocks Portfolio, and consider whether the entertainment giant has lost its creative edge. They also consider the big fall in value of pandemic-era winners, with a need to look at the detail, rather than being blinded by the headlines. Smaller companies discussed include video game Frontier Developments (it’s all about the free cash flow, or lack of it) and Brighton Pier Group (it's all about the weather). We also take a closer look at Airbnb and its stupendous free cash flow.
Timestamps:
1:20 FTSE and UK economy news
5:35 Olive prices
6:10 Zoom Video Communications (US:ZM)
9:20 Boohoo Group (AIM:BOO)
12:50 An overview of the IC portfolios
15:10 Walt Disney (US:DIS)
20:20 Frontier Developments (AIM: FDEV)
23:20 The Brighton Pier Group (AIM:PIER)
26:00 Airbnb (US:ABNB)
Podcast Platform Links:
Spotify: https://open.spotify.com/show/3seyNBmXa9Cv7k4yC9FMYT
Apple: https://podcasts.apple.com/us/podcast/investors-champion-podcast/id1725567487
Amazon Music: https://music.amazon.co.uk/podcasts/31cc6259-f400-414f-8bad-c0e31a03385e/investor's-champion-podcast