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Episode 27 of the Investor’s Champion podcast

20/07/2024 · Alumasc (ALU)  · Artisanal Spirits Company (ART)  · Burberry (BRBY)  · Dunelm (DNLM)  · LVMH Moet Hennessy Louis Vuitton (MC)  · ME Group International (MEGP)  · Renold (RNO)  · Sosandar (SOS)  · Spectra Systems Corp (SPSY) 

Retail UK

Key topics discussed in this episode of the Investors Champion podcast include legislation aimed at consolidating the UK's lost pension pots, recent updates from major retailers including Burberry, Frasers, Dunelm and Sosandar.

Other companies covered include Bonkers Bargain Alumasc, Artisanal Spirits, Spectra Systems, ME Group and Renold.

Timestamps:

01:45 Discussion on Pension Bill and lost pension pots

05:11 Retail Sector analysis including Burberry's challenges

07:10 Luxury brands and ethical concerns

09:44 Positive news from Frasers

11:52 Small Cap investments and market trends

14:02 Bonkers Bargains: Alumasc and Artisanal Spirits

16:36 Renold's valuation conundrum

19:45 Exploring the Me Group

22:01 Spectra Systems' surprising growth

25:46 Insights on Small Cap investing

31:32 Potential growth sectors

33:41 Concluding thoughts and future episodes

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

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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