Quality UK Investment Blog
I used to record two podcasts every month: the Private Investor’s Podcast with Roland Head, and the Investor’s Roundtable Podcast with Roland Head, Mark Simpson and Bruce Packard.
11 July 2023
By Maynard Paton
I have recorded another episode of The Investor’s Roundtable podcast with fellow investors and good friends Roland Head, Mark Simpson and Bruce Packard:
We talked about Bruce’s investment in shipping and investment group Ocean Wilsons (OCN), my investment in disinfectant specialist Tristel (TSTL) and Mark’s investment in software developer Arcontech (ARC). We also discussed whether private investors should consider asset allocation within their portfolios:
04 July 2023
By Maynard Paton
I have recorded another podcast with fellow investor and good friend Roland Head. This time we talked about IntegraFin, the FTSE 250 investment platform that offers many attractive qualities for long-term shareholders.
We discussed the recurring nature of the group’s revenue, the focus on serving financial advisers, the appealing-but-complicated financials and how the business compares to retail-investor platforms Hargreaves Lansdown and AJ Bell:
12 June 2023
By Maynard Paton
I have recorded a pilot episode of The Investor’s Roundtable podcast with fellow investors and good friends Roland Head, Mark Simpson and Bruce Packard:
We talked about Roland’s investment in house builder Bellway (BWY), Mark’s investment in wiring specialist Luceco (LUCE) and Bruce’s investment in fashion retailer Superdry (SDRY). We also discussed whether investors should run concentrated or diversified portfolios:
28 May 2023
By Maynard Paton
I have recorded another podcast with fellow investor and good friend Roland Head. This time we talked about Bellway, the FTSE 250 house builder that Roland bought for his model portfolio during October 2022. We discussed why Roland purchased the shares, the company’s financial history, the economics of house building and the outlook for house prices.
01 May 2023
By Maynard Paton
I have recorded another podcast with fellow investor and good friend Roland Head. This time we talked about James Halstead, the vinyl-flooring specialist that has lifted its dividend for 45 consecutive years. We discussed the company’s Polyflor product, its competitive position, the old-school family management and why the share features on our watch lists:
02 April 2023
By Maynard Paton
I have recorded another podcast with my good friend Roland Head. This time we talked about Roland’s shareholding in ITV, which currently yields 6% for his income portfolio. We discussed the broadcaster’s business strategy, growth opportunities, industry challenges and lowly valuation:
04 March 2023
By Maynard Paton
I have recorded another podcast with my good friend Roland Head. This time we talked about Telecom Plus, the FTSE 250 reseller of utilities that appears to be a beneficiary of higher energy bills. We discussed the group’s appealing growth record, upbeat future prospects, unusual marketing approach and dividend income potential:
28 January 2023
By Maynard Paton
I have recorded a podcast with my good friend Roland Head. This time we talked about Bioventix, the antibody specialist that at the start of 2023 represented my largest shareholding. We discussed the wonderful economics of antibodies, information gleaned from the AGM and the research into testing for Alzheimer’s Disease:
28 December 2022
By Maynard Paton
I have recorded another podcast with my good friend Mark Atkinson. This time we talked about Fundsmith, the fund managed by Terry Smith that helped Mark to retire early. We discussed the fund’s performance, strategy, holdings and annual meetings:
24 November 2022
By Maynard Paton
I have recorded another episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We discussed City of London Investment (CLIG) and my recent share purchase, my AGM attendance and the company’s 9% dividend yield:
23 October 2022
By Maynard Paton
I have recorded another episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We talked about System1 and the investment potential of testing adverts:
28 September 2022
By Maynard Paton
I have recorded another episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We talked about Greggs and the investment potential of sausage rolls:
27 August 2022
By Maynard Paton
I have recorded another pilot episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We talked about Somero Enterprises and the investment potential of the company’s concrete levelling machines:
27 July 2022
By Maynard Paton
I have recorded another pilot episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We talked about Tristel and the company’s hospital disinfectants and shareholder open day:
19 June 2022
By Maynard Paton
I recently recorded a pilot episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We talked about Photo-Me International and the investment potential of passport photos and self-service washing machines:
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