In this episode Paul Ahdal returns to the show to discuss his portfolio and the changes he has made since his original interview in February 2022.

Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector diversification. In doing this Paul is guided by his golden rules of valuation and patience.

This episode was originally released in February 2022 and is being re-released prior to Paul's catch up interview in our next episode.

In this episode Sam interviews Paul Ahdal (Twitter - @PaulAhdal). Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector diversification. In doing this Paul is guided by his golden rules of valuation and patience.

Our next interview will be a catch up with the Sloth Investor prior to his book release so we are re-releasing our previous interview. This episode was originally released on 26 October 2021.

The Sloth Investor is an advocate of a simple, inactive approach to investing. Growing up in a family of non-investors, Mr. Sloth's head was turned by the sage wisdom of investing luminaries such as Andrew Hallam (author of 'The Millionaire Teacher'), Morgan Housel, and, last but not least, his father-in-law.

Consequently, Mr. Sloth's 5 bedrock principles represent a compound creation of all that he has read, listened to, and discussed concerning investing.

In this episode we discuss Shell, GSK, Sainsburys, Rolls Royce, BT & PayPal.

$shel $gsk $sbry $rr $bt.a $pypl

In this episode we discuss Airtel Africa, Unilever, Whitbread, Reckitt Benckiser, HSBC & Kraft Heinz.

$aaf $ulvr $wtb $rkt $hsba $khc

In this episode we discuss Nestle, ASOS, Dunelm, moneysupermarket, AJ Bell & Shopify.

$nesn $asos $dnlm $mony $ajb $shop

In this episode we discuss easyJet, Sirius Real Estate, Entain, LVMH, Barratt Developments & Netflix

$ezj $sre $ent $mc $bdev $nflx

In this episode we discuss Tesco, Pennon, JD Wetherspoons, CVS Group, Imperial Brands & Pepsi

$tsco $pnn $cvsg $imb $pep

In this episode we discuss AG Barr, Boohoo, Next, Kingfisher, Saga & Nike.

$bag $boo $nxt $kfg $saga $nke

In this episode we discuss the City of London Investment Trust, JD Sport Fashion, Haleon, Keyword Studios, PZ Cussons & Costco

$hln $jd $pzc $kws $cty $cost

In this episode we discuss Fevertree, Dunelm, Redrow, Trainline, Inditex & MercadoLibre.

$fevr $dnlm $rdw $trn $itx $meli

In this episode we discuss Halfords, Genus, DS Smith, Barratt Developments, WHSmith & Build a Bear

$hfd $gns $smds $bdev $smwh $bbw

In this episode we discuss Marshalls, Bunzl, Plus500, Gamma Communications, Aston Martin Lagonda & Wix.

$mslh $bnzl $aml $gama $plus $wix

In this episode we discuss DS Smith, Britvic, Whitbread, Hargreaves Lansdown, Ashtead & Wix

$smds $bvic $wtb $hl. $aht $wix

In this episode we discuss Hays, Persimmon, Balfour Beatty, BHP, Supreme & Nvidia.

$has $psn $bby $bhp $sup $nvda

In this episode we discuss NatWest, Coca-Cola HBC, BAE Systems, InterContinental Hotels Group, Entain & Disney.

$nwg $cch $ba $ihg $ent $dis

In this episode we discuss Rightmove, Primary Health Properties, ITV, British American Tobacco, Nestle & Apple.

$rmv $php $itv $bat $nesn $appl

In this episode we discuss Unilever, Reckitt Benckiser, Games Workshop, Diageo, Ibstock & Visa

$ulvr $rkt $gaw $dge $ibst $v

In this episode we discuss Ocado, Frasers, moneysupermarket, Britvic, Hotel Chocolat & Netflix

$ocdo $fras $mony $bvic $hotc $nflx

In this episode we discuss J D Wetherspoon, Fevertree, Barratt Developments, Tullow Oil, Burberry & Etsy.

$jdw $fevr $bdev $tlw $brby $etsy

In this episode we discuss Currys, Moonpig, Sainsburys, Polar Capital Holdings, Persimmon & Adidas.

$psn $moon $sbry $polr $psn $ads

This is a repost from 7investing.com and the 7investing podcast of an interview we did with Luke earlier this month. If you enjoy listening to our interview check out the podcast and subscribe.

With the recent pullback in the S&P 500 and particularly US growth stocks, do you fear that your portfolio may be too US-centric?

In today’s episode of the 7investing podcast Luke chats with Sam Ball and Jonathon McKeown, hosts of ‘The Investor Way’, a weekly investing podcast focused on UK stocks and shares.

Sam and Jon share some advice about factors to be aware of when investing overseas, and the guys take us through the investment thesis for their five favorite international investment ideas right now. This one is a must-listen if you’re considering adding a bit of an international flavor to your investment portfolio!

In this episode we discuss DS Smith, Ashtead, Experian, Berkely Group, Inditex & Adobe.

$smds $aht $expn $bhk $idtx $adbe

In this episode we discuss British American Tobacco, Boohoo, Tate & Lyle, Halfords & Upwork $bat $boo $tsco $tate $hfd $upwk

In this episode we discuss British American Tobacco, B&M, WH Smith, Hollywood Bowl, Tesco & Upwork

$tsco $bme $bats $bowl $smwh $upwk

In this episode we discuss AutoTrader, Pets at Home, B&M, AJ Bell, M&S & Zoom.

$auto $pets $bme $ajb $mks $zm

In this episode we discuss Imperial Brands, Britvic, Royal Mail, Burberry, National Grid, Fiverr & Just Eat Takeaway

$imb $bvic $rmg $brby $ng $fvrr $jet

In this episode Luke Hallard (Twitter - @7LukeHallard) returns for the second part of his interview to discuss his own portfolio. The companies discussed include Shopify, Tesla, Fiverr, AirBnB, Google, Amazon & Crowdstrike.

$shop $tsla $fvrr $abnb $googl $amzn $crwd

In this episode we discuss E86 - Airtel Africa, Boohoo, Deutsche Post, Shell, Sage & Disney

$aaf $boo $dpw $shel $sge $dis

In this episode we discuss Associated British Foods, Whitbread, Unilever, Sainsburys, Reckitt Benckiser & Apple

$abf $wtb $ulvr $sbry $rkt $appl

Luke Hallard (Twitter - @7LukeHallard) is a lead advisor for 7investing. He primarily invests in technology and innovation, with a current bias towards health-tech and companies enabling the ‘work from anywhere’ economy. Luke invests in US equities, but he also has a handful of angel investments, with two successful exits to date.

Although Luke’s portfolio spans many industries, a key factor his personal investments have in common is that they all seek to make the world a better, less complex place. Luke invests with his head, but his heart occasionally exercises the power of veto.

Luke and Simon first met when Simon guested on the Telescope Investing podcast. Simon immediately recognised the close affinity between 7investing and the long-term growth investing strategy that Luke has successfully employed through the last eighteen years, delivering a market-beating compound growth rate in his personal portfolio of over 26% annually.

Prior to joining 7investing, Luke spent 25 years as a Programme Director leading organisational change at HSBC Bank. His knowledge of conduct, financial crime risk, data privacy, sanctions screening, anti-money laundering, and payments transparency is happily fading into a hazy memory of bureaucracy and complexity.

Luke holds trustee and grant panel roles with multiple UK charities in the social welfare sector. He’s married to Katrina, and they live in London with their Siberian cat, Sushi.

Luke has a passion for health and physical fitness. He’s completed the London Marathon, and is currently training for a 4x4x48 challenge, running four miles every four hours for 48 hours. He dedicates his winters to skiing and snowboarding, and in a final bid to successfully land a back-flip on a board he recently attended trampoline classes.

Luke is a motorcycling enthusiast and regularly tours Europe by bike, although his favourite stretches of roads are in Japan. He’s embarrassingly slow on the racetrack despite living fifteen minutes from an internationally renowned motor racing circuit, and spent his younger years volunteering as an observer with the Institute of Advanced Motorcyclists.

In this episode we discuss Tesco, easyJet, ASOS, Oxford Biomedica, Nestle & Netflix.

$tsco $ezj $asos $oxb $nesn $nflx

In this episode Sam interviews Bill Cynecki (Twitter - @Wild_Bill32)

After achieving returns of over 5,000% in 2020-21, Bill was a self-made millionaire before the age of 30, turning $20k into $1.3m. Bill then lost over 90% of this in 2021-22 and is now trying to make it back and help others along the way. Bill runs a very concentrated portfolio and uses leverage to try to maximise his returns.

Please note this is a very high risk strategy and although it is different from the usual strategies covered on the show we believe there is a lot to learn from Bill and this interview, his openness and honesty about his failures as well as his successes make this a very insightful and interesting interview.

In this episode we discuss Ibstock, Ted Baker, Saga, Keyword Studios, AG Barr & Lululemon.

$ibst $ted $saga $kws $bag $lulu

In this episode we discuss Pets at Home, AutoTrader, British Land Co, Dr Martens, Tate & Lyle & Fiverr

$pets $auto $blnd $docs $tate $fvrr

In this episode we discuss Next, Dominos, Inditex, Greggs, DS Smith & Buzzfeed.

$nxt $dom $itx $grg $smds $bzfd

In this episode we discuss Fevertree, Trainline, Kingfisher, Schroders, Ocado & Bumble.

$fevr $trn $kgf $sdr $ocdo $bmbl

In this episode we discuss Persimmon, ITV, Taylor Wimpey, Hargreaves Lansdown, Entain & Duolingo.

$psn $itv $tw $hl. $ent $duol

Andrew Wagner is a writer, a researcher, an analyst, and a passionate advocate for economics education. He is the author of “The Economics of Online Gaming: A Player’s Introduction to Economic Thinking”, a book about using an online game to better understand economic ideas that apply to the real world.

He is also the founder and Chief Investment Officer of Wagner Road Capital Management, a Minnesota-based registered investment adviser. Through his firm, he provides investment consulting services to professional fund managers and manages investment portfolios that identify and invest in high quality companies. His professional experience covers consulting projects in a wide range of investment strategies, asset classes, and industries, and his ghost-written research has appeared in national and regional publications. Andrew received a master’s degree in Economics from Kansas State University, where his research paper was “The Economic Consequences of Network Neutrality Regulation.

In this episode we discuss Rightmove, Reckitt Benckiser, Centrica, moneysupermarket, Aston Martin & Etsy.

$rmv $rkt $cna $mony $aml $etsy

In this episode we discuss British American Tobacco, Dunelm, Unilever, Barratt Developments, Redrow & Disney.

$bat $dnlm $ulvr $bdev $rdw $dis

In this episode Sam interviews Paul Ahdal (Twitter - @PaulAhdal). Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector diversification. In doing this Paul is guided by his golden rules of valuation and patience.

In this episode we discuss Shell, Airtel Africa, BT, Novo-Nordisk, AG Barr & Meta.

There is also a book review of Irrational Exuberance by Robert Shiller at the end.

$shel $aaf $bt.a $nvd $bag $fb

In this episode we discuss J D Wetherspoons, Diageo, Britvic, Fevertree, Doc Martens & Microsoft.

$jdw $dge $bvic $fevr $docs $msft

In this episode we discuss Rio Tinto, Ibstock, BHP, Burberry, Associated British Foods & Netflix. There is also a book review of Going Down Tobacco Road by Gene Hoots at the end. 

$rio $ibst $bhp $brby $abf $nflx

In this episode we discuss Imperial Brands, Britvic, easyJet, Helios Towers, Burberry & Nvidia.

$imb $bvic $ezj $htws $brby $nvda

In this episode we discuss Next, Boohoo, Inditex, Ocado, Currys & Peloton.

$nxt $boo $itx $cury $ocdo $pton

In this episode Sam interviews John Kingham, author of The Defensive Value Investor. John invests in high quality UK dividend stocks and launched the dividend stocks newsletter in 2011 (https://www.ukdividendstocks.com/).

Before launching the investment newsletter in 2011, John worked as a software analyst in the insurance industry. John been investing in UK stocks since 1995 and in 2007, he set up UKValueInvestor.com and started publishing his investment research as a series of blog posts which eventually turned into the newsletter.

In 2012, Harriman House asked John to write a book about his approach to investing. In 2016 The Defensive Value Investor finally made it into bookstores all over the UK.

John has also written regularly for other publications, including Master Investor Magazine and The Property Chronicle.