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/
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