Episode 24 of the Investor’s Champion Podcast
In this episode of the Investor's Champion Podcast, hosts Chris and Lee focus on the world of small caps and AIM. Topics include a discussion of YouGov’s profit warning, the contrasting fortunes of AIM’s cosmetics companies, a bizarre franchise creation and Supreme’s strange acquisition.
Other companies covered include, Intercede, Chapel Down, Gear4Music, Time Finance, and PCI PAL. The episode also touches on notable market activities such as Carlsberg's takeover attempt of Britvic.
Timestamps:
01:18 Britvic takeover bid by Carlsberg
03:02 YouGov's profit warning analysis
10:02 Franchise Brands: a diverse portfolio, to say the least!
15:15 Warpaint London vs. Revolution Beauty
20:26 Intercede: cyber–security software company update
21:04 Chapel Down's strategic review
22:22 Gear4Music's business challenges
26:06 Supreme's puzzling diversification
30:20 Bonkers Bargain Time Finance is doing nicely
31:53 Stonking Small Cap PCI PAL's patent settlement
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