Episode 31 of the Investor’s Champion Podcast
In this episode of the Investors Champion Podcast, Chris and Lee delve into key market movers, including Nvidia's impressive quarterly results and Warren Buffett's Berkshire Hathaway crossing the $1 trillion valuation mark.
The discussion also covers smaller UK companies including Aquis Exchange, Focusrite, H&T Group and Naked Wines.
Timestamps:
00:47 Market overview and profit warnings
01:43 Nvidia's impressive growth
03:54 Concerns about AI and market cocus
06:52 Warren Buffett and Berkshire Hathaway's success
15:19 Lessons for companies and investors
15:31 Small Cap news: profit warnings and challenges
15:34 Focusrite: struggles and potential
19:54 Aquis Exchange: a personal favourite
22:25 Naked Wines: tough business model
25:14 H&T Group: strong performer, but the market is wary
28:22 Wrapping Up: A diverse range of companies
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
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
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