Investor's Champion
How to make your money go further

Episode 36 of the Investor’s Champion Podcast

05/10/2024 · Alumasc (ALU)  · Gemfields Group Ltd (GEM)  · James Cropper (CRPR)  · Time Finance (TIME)  · XP Power (XPP) 
AIM AIM Inheritance Tax potential Bonkers Bargains Dividends UK

In this episode of the Investors Champion Podcast, Chris and Lee discuss intriguing investment opportunities, focusing on Investor's Champion's 'Bonkers Bargains' - stocks with strong fundamentals, which look cracking value. They delve into the merits of several of the Bonkers Bargain selections and performance to date.

The episode emphasises the importance of a suitably diversified portfolio and the potential long-term rewards and risks in small cap investing and deep value opportunities. Chris also touches upon the importance of research and disappointments in the 'Bonkers Bargains' category.

They conclude with a note on the challenging market environment for AIM shares due to fears surrounding potential tax changes in the October Budget.

Timestamps:

00:27 Market frustrations and Bonkers Bargains

01:17 Defining Bonkers Bargains

03:05 Success story: Time Finance

06:54 Construction materials sector & Alumasc

09:10 New additions to the Bonkers Bargains list

12:01 Portfolio strategy and diversification

15:00 Bonkers Bargain XP Power

21:20 Concluding thoughts

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

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

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