Episode 39 of the Investor’s Champion Podcast
In this episode of the Investors Champion Podcast, hosts Chris and Lee dive into the controversial topic of management remuneration and shareholder alignment, highlighting some potential lessons for investors to consider.
They also delve into the latest news from members of Investor’s Champion’s Ultimate Stocks Portfolio. including the potential impact of regulatory actions on Alphabet. Other companies discussed include Games Workshop, Sage and Jet2 and micro-caps Michelmersh Brick, Manolete and Plexus.
Timestamps:
00:36 Case Study: Plexus and management remuneration
03:45 Case Study: Manolete and shareholder alignment
06:04 Crazy Investments: The $6.2million banana
07:46 Bitcoin and cryptocurrency craze
08:17 DOJ vs. Google: potential breakup of Alphabet
12:40 UK Success Stories: Games Workshop and Sage
19:12 Small Caps Spotlight: Jet2 and Michelmersh Brick Holdings
23:38 Conclusion
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
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.
Links & Resources:
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 do not constitute investment advice. Trading and investing carries a high level of risk. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
