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

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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