Episode 30 of the Investor’s Champion Podcast
In this episode of the Investors Champion Podcast, hosts Chris and Lee kick off with a discussion of the recent stock market turmoil. The conversation transitions into Warren Buffett's significant Apple stock sales, the correlation between cryptocurrencies and traditional markets, Google's recent antitrust case, Hargreaves Lansdown’s takeover and lessons for investors from Jarvis Securities.
They go onto discuss the unexpected rise in house prices in July and the prospective merger between major house builders Barratt and Redrow. Consideration is given to potential beneficiaries of declining interest rates and a more buoyant UK housing market, including Property Franchise Group and Michelmersh Brick. The episode wraps up with a discussion on the prevalence of share buybacks and an update on Investor’s Champion’s AIM for High Yield portfolios, spotlighting some big dividend payers.
Timestamps:
01:27 Market Insights: recent mini crash
02:32 Impact on technology stocks and crypto
07:44 Berkshire Hathaway's moves and cash position
09:58 Google's antitrust case
13:01 Hargreaves Lansdown takeover
16:01 Jarvis Securities – investor lessons
19:33 Positive news in the UK Housing Sector
20:49 the appeal of Property Franchise Group
22:52 Bonkers Bargains: Michelmersh Brick Holdings.
23:57 Discussion on share buybacks
31:09 Performance of the AIM for High Yield Portfolio
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Links & Resources:
Watch Fundamental'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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