Episode 28 of the Investor’s Champion Podcast
This episode of the Investors Champion Podcast, touches on the tech sector's recent sell-off, the investment strategies of quality growth managers, and analysis of major companies like NVIDIA, Alphabet, Unilever, and Nestle.
Chris and Lee also delve into small cap news, highlighting the attractions of AIM companies such as Nichols (owner of Vimto) LBG Media (owner of ladbible.com), Nexteq, FRP Advisory Group and Tristel. They also consider conflicting updates from Ryanair and Easyjet. The episode concludes with a reflective discussion on traditional investing wisdom and the importance of understanding company fundamentals. Check the Investors Champion website for more detailed reports and analysis.
Timestamps:
00:44 Market overview, including tech stocks NVIDIA and Alphabet.
08:06 Unilever and Nestle: legacy brands in modern markets
10:36 Airline industry insights: Ryanair vs. EasyJet
14:27 Small Cap News: LBG Media's Impressive Growth
16:28 Nichols: The legacy of Vimto
18:51 Nexteq’s casino control boxes
21:44 FRP Advisory Group: corporate restructuring
24:05 Tristel: Infection prevention success
26:42 Conclusion and final 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.
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
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
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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.
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