Episode 41 of the Investor’s Champion Podcast
Following an eye-opening reporting season, in this podcast, hosts Chris and Lee discuss the performance of Investor's Champion's Ultimate Stocks portfolio and the impact of AI. Companies discussed include Alphabet, Apple, ASML, Nvidia, and with a special mention to Garmin.
They also cover the challenges faced by Investor’s Champion’s Income Boosters dividend-focused portfolio and delve into a number of AIM stocks including Impax Asset Management, Quartrix and Time Finance.
The ongoing problem of companies seemingly reporting whatever they like (rather than following the rules) is discussed and the episode wraps up with a light-hearted piece on “Pensions Lessons from Pixar’s Up” and insights into the UK pension funds.
Timestamps:
00:28 Catch-up and market overview
00:57 Ultimate Stocks Portfolio: AI and tech giants
03:35 Garmin's resilience and innovation
07:16 Income Boosters: dividend payers
10:04 Bonkers Bargains: AIM and smaller companies
14:24 Rant on financial reporting
20:24 Pensions and government intervention
26:34 Conclusion and next steps
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:
Pension lessons from Pixar’s Up: https://www.investorschampion.com/channel/money-management/pension-lessons-from-pixars-up
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. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. 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