Explorez tous les épisodes du podcast The Investor Way

In this episode we discuss Dominos, Persimmon, Supermarket Income REIT, J D Wetherspoon, TrustPilot & Sunbelt Rentals

$dom $psn $supr $jdw $trst $sunb

#dom #psn #supr #jdw #trst #sunb

In this episode we discuss Ibstock, ITV, Reckitt Benckiser, LSE Group, Taylor Wimpey & Tritax Big Box REIT

$ibst $itv $rkt $lseg $tw. $bbox

#ibst #itv #rkt #lseg #tw. #bbox

In this episode we discuss Diageo, Mony Group, Aston Martin, Rightmove, Haleon & Wix

$dge $mony $hln $rmv $aml $wix

#dge #mony #hln #rmv #aml #wix

In this episode we discuss BAE Systems, InterContinental Hotels Group, Centrica, Coca-Cola Europacific, BHP & Wolters Kluwer

$ba. $ihg $cna $ccep $bhp $wkl

#ba. #ihg #cna #ccep #bhp #wkl

Arthur is a 22-year-old real estate professional with an early and genuine interest in investing. He spent part of his schooling in the Bronx, New York, before returning to the UK and graduating from the University of Reading with a 2:1 in Real Estate.

Arthur now works at Knight Frank in their Residential Investment Team, where he focuses on residential investment analysis and advisory work.

He began learning about investing at a young age and has continued to build his knowledge alongside his professional experience, bringing a thoughtful and grounded perspective to investing.

This episode focuses on Arthur's investing journey and how he started investing at 14, as well as what investing is like at the start of your career, concentration, and building out your portfolio.

In this episode we discuss Barratt Redrow, Coca-Cola HBC, British American Tobacco, The Magnum Ice Cream Company, Unilever & Shopify

$btrw $cch $bats $micc $ulvr $shop

$btrw #cch #bats #micc #ulvr #shop

In this episode we discuss Dunelm, Shell, AG Barr, Novo Nordisk, GSK & Eli Lilly

$dnlm $novob $bag $shel $gsk $lly

$dnlm #novob #bag #shel #gsk #lly

In this episode we discuss easyJet, Sage Group, Lloyds, Filtronic, ASML & PayPal

$ezj $sge $lloy $ftc $asml $pypl

#ezj #sge #lloy #ftc #asml #pypl

In this episode we discuss Airtel Africa, Experian, Games Workshop, J D Wetherspoon, Wolters Kluwer & Netflix

$aaf $expn $gaw $jdw $wkl $nflx

#aaf #expn #gaw #jdw #wkl #nflx

In this episode we discuss Persimmon, Greggs, Taylor Wimpey, Associated British Foods, Whitbread & AirBnB

$psn $grg $tw. $abf $wtb $abnb

#psn #grg #tw. #abf #wtb #abnb

In this episode we discuss Next, AO World, Tesco, Cranswick, Sainsburys & Nike

$nxt $ao. $tsco $cwk $sbry $nke

#nxt #ao. #tsco #cwk #sbry #nke

In this episode we discuss British American Tobacco, Moonpig, Carnival, Hollywood Bowl, Currys & Wix

$bats $moon $ccl $bowl $cury $wix

#bats #moon #ccl #bowl #cury #wix

In this episode we review our £1m fantasy portfolio and its performance after 5 years, as well as suggesting changes to the portfolio heading into year 6.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in January 2025, in this episode we review our £1m fantasy portfolio and its performance after 4 years.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2023, in this episode we review our £1m fantasy portfolio and its performance after 3 years.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2022, in this episode we review our £1m fantasy portfolio and its performance after 2 years.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2021, in this episode we review our £1m fantasy portfolio and its performance after 1 year.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2020, in this episode we construct our £1m fantasy portfolio for the first time.

In this episode we discuss Boohoo, AJ Bell, easyJet, Baltic Classifieds Group, Diageo & 3i Group

$debs $ajb $ezj $bcg $dge $iii

#debs #ajb #ezj #bcg #dge #iii

In this episode we discuss Sage Group, Imperial Brands, Big Yellow Group, British Land Co, PayPoint & Nvidia

$sge $imb $byg $blnd $pay $nvda

#sge #imb #byg #blnd #pay #nflx

In this episode we discuss Burberry, Persimmon, SSE, Taylor Wimpey, Experian & Netflix

$brby $psn $sse $tw. $expn $nflx

#brby #psn #sse #tw. #expn #nflx

In this episode we discuss Novo Nordisk, AutoTrader, Sainsburys, M&S, BT & AMD

$novob $auto $sbry $mks $bt.a $amd

#novob #auto #sbry #mks #bt.a #amd

In this episode we discuss Domino's, Associated British Foods, BP, Shell, London Stock Exchange Group & Apple.

$dom $abf $bp. $shel $lseg $aapl

#dom #abf #bp. #shel #lseg #aapl

In this episode we discuss Next, Airtel Africa, Aston Martin Lagonda, Haleon, J D Wetherspoon & PayPal

$nxt $aaf $jdw $hln $aml $pypl

#nxt #aaf #jdw #hln #aml #pypl

In this episode we discuss Supreme, Unilever, B&M, Reckitt Benckiser, Coca-Cola HBC & Coca Cola

$sup $ulvr $bme $rkt $cch $ko

#sup #ulvr #bme #rkt #cch #ko

In this episode we discuss YouGov, Croda, Tritax Big Box REIT, Whitbread, Ibstock & ASML

$you $crda $bbox $wtb $ibst $asml

#you #crda #bbox #wtb #ibst #asml

In this episode we discuss Imperial Brands, Card Factory, Greggs, DFS Furniture, Unite Group & World Chess

$imb $card $grg $dfs $utg $chss

#imb #card #grg #dfs #utg #chss

In this episode we discuss Kingfisher, Tesco, AG Barr, J D Wetherspoon, AEW UK REIT & Carnival

$kgf $tsco $bag $jdw $aewu $ccl

#kgf #tsco #bag #jdw #aewu #ccl

In this episode we discuss Associated British Foods, Dunelm, Barratt Redrow, Supermarket Income REIT, Next & Wickes

$abf $btrw $dnlm $supr $nxt $wix

#abf #btrw #dnlm #supr #nxt #wix

In this episode we discuss Tritax Big Box REIT, Prudential, JD Sports, M&G, Regional REIT & Nvidia

$bbox $pru $jd. $mng $rgl $nvda

#bbox #pru #jd. #mng #rgl #nvda

In this episode we discuss Persimmon, Aviva, Admiral, Diversified Energy Company, TUI & PayPal

$psn $av. $adm $dec $tui1 $pypl

#psn #av. #adm #dec #tui1 #pypl

In this episode we discuss London Stock Exchange Group, Ibstock, Deliveroo, British American Tobacco, Mondi & Eli Lilly

$lseg $ibst $roo $bats $mndi $lly

#lseg #ibst #roo #bats #mndi #lly

In this episode we discuss Domino's, Diageo, Coca-Cola HBC, Novo Nordisk, Tritax Big Box REIT & Disney

$dom $dge $cch $novob $bbox $dis

#dom #dge #cch #novob #bbox

In this episode we discuss Games Workshop, Unilever, Haleon, Taylor Wimpey, Greggs & Visa

$gaw $ulvr $hln $tw. $grg $v

#gaw #ulvr #hln #tw. #grg #v

In this episode we discuss Centrica, Rightmove, PHP, Airtel Africa, Reckitt Benckiser & Coinbase

$cna $rmv $php $aaf $rkt $coin

#cna #rmv #php #aaf #rkt #coin

Please note there has been an issue with Sam's microphone. The audio is okay but not great and not at the standard we would like. A new microphone has been ordered but we would recommend listening to this episode with headphones on rather than via a speaker, as via a speaker some of it is much harder to understand than normal.

In this episode we discuss Halma, Diageo, Cake Box Holdings, Frasers Group, Mony Group & Verizon

$hlma $dge $cbox $fras $mony $vz

#hlma #dge #cbox #fras #mony #vz

In this episode we discuss Ocado, Barratt Redrow, Trustpilot, Experian, ASML & Netflix

$ocdo $btrw $trst $expn $asml $nflx

#ocdo #btrw #trst #expn #asml #nflx

In this episode we discuss Primary Health Properties, Mulberry Group, Greggs, Baltic Classifieds Group, Sainsbury's & Ashtead

$php $mul $sbry $bcg $grg $aht

#php #mul #sbry #bcg #grg #aht

In this episode we discuss Safestay, Tritax Big Box REIT, Watches of Switzerland Group, Halfords, Supreme & Fevertree

$ssty $bbox $wosg $hfd $sup $fevr

#ssty #bbox #wosg #hfd #sup #fevr

In this episode we discuss Tesco, Safestore, Carnival, Moonpig, Bunzl & Nike

$tsco $safe $ccl $moon $bnzl $nke

#tsco #safe #ccl #moon #bnzl #nke

In this episode we discuss British American Tobacco, Chemring Group, Pennon, B&M, Dr Martens & Adobe

$bats $chg $pnn $bme $docs $adbe

#bats #chg #pnn #bme #docs #adbe

In this episode Sam interviews Wesley Chambers (X - @InvestWithWes1).

Wesley is a 29 year old contrarian value investor. Wesley's portfolio includes a lot of stocks from outside of his home UK market, including large allocations to US, French, and Chinese companies, and this is the focus for much of the interview.

Wesley also has a Substack which you can subscribe to here.

In this episode we discuss AutoTrader, Pets at Home, C&C Group, British Land Co, Hollywood Bowl & Nvidia

$auto $pets $ccr $blnd $bowl $nvda

#auto #pets #ccr #blnd #bowl #nvda

In this episode we discuss Diageo, Mitchells & Butlers, Greggs, Cranswick, M&S & JD Sports

$dge $mab $grg $cwk $mks $jd.

#dge #mab #grg #cwk #mks #jd.

In this episode Sam interviews Matt who who goes by his X handle UK Dividend Investor (X - @UKDivInvestor).

Matt is 32 from North East Essex, (no association with TOWIE). Matt began investing in the latter part of 2022, initially using MoneyBox, having reached a point in his career where he had some spare cash. Whilst using MoneyBox they started offering the opportunity to invest in individual stocks, Matt opted to invest in Apple. After a few months Matt received a dividend from Apple, subsequently did a bit of research and found that dividend investing resonated with him.

Matt now hosts his own podcast, the UK Dividend Investor podcast, which you can find here.

In this episode we discuss Imperial Brands, Auction Technology Group, Burberry, Sage, TUI & Upwork

$imb $atg $brby $sge $tui1 $upwk

#imb #atg #brby #sge #tui1 #upwk

In this episode we discuss Aston Martin Lagonda, Novo-Nordisk, Airtel Africa, Rightmove, AB InBev & Disney

$aml $rmv $aaf $novob $abi $dis

#aml #rmv #aaf #novob #abi #dis

In this episode we discuss Associated British Foods, BP, Entain, Whitbread, Haleon & PayPal

$abf $bp $ent $wtb $hln $pypl

#abf #bp #ent #wtb #hln #pypl

In this episode Sam interviews European DGI (X - @European_DGI). European DGI is a European dividend growth investor who is on track to retire by 47.

European DGI began investing in late 2014 and his dividend income now covers 72% of his monthly expenses.

European DGI is the creator of the Noble 30 index, a handpicked group of European Dividend Aristocrats – 30 blue-chip companies with €5B+ market caps that have paid (or grown) dividends for over 20 years without missing a beat.

You can find out more about European DGI at europeandgi.com or by subscribing to the Dividend Talk podcast.

Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this he continues to run a special situations fund, although the focus of the fund has changed.

Joe shares his experience of purchasing a business, his experience in the financial advice industry, and changes to his own investment philosophy since his first interview, as well as discussing some of the stocks currently in his portfolio.

Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.