Episode 29 of the Investor’s Champion Podcast

In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss a variety of topics affecting UK investors, starting with the potential impact of the Olympics on businesses and product placements. They cover the recent Bank of England rate cut and its significance for the stock market and small-cap companies.

Key company updates include analysis of St. James's Place, Games Workshop, McDonald's, Microsoft, and Meta, along with AIM companies like Mortgage Advice Bureau, Quartix, Dotdigital, Eleco, and Fintel. Listen here. 

Timestamps:

01:05 Olympics

03:14 Bank of England rate cuts and market impact

04:43 Mortgage Advice Bureau and housing market

06:03 Ultimate Stocks Portfolio updates

06:18 Games Workshop: A UK success story

08:20 Diageo's struggles and bright spots

10:27 McDonald's resilience and new initiatives

11:36 Microsoft's continued dominance

13:39 Meta's impressive performance and AI focus

18:08 Market sentiment and portfolio decisions

18:37 UK Stock market insights

22:22 Small Caps and AIM market highlights

24:38 SaaS companies performance review

30:40 Fintel's acquisition strategy

34:04 Concluding thoughts and future discussions

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

Links & Resources:

Watch Fundamental's Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/