Maynard Paton | Category: My Podcasts

[Podcast] BELLWAY With Roland Head And Maynard Paton

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.

[Podcast] JAMES HALSTEAD With Roland Head And Maynard Paton

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:

[Podcast] ITV With Roland Head And Maynard Paton

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:

[Podcast] TELECOM PLUS With Roland Head And Maynard Paton

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:

[Podcast] BIOVENTIX With Roland Head And Maynard Paton

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:

[Podcast] FUNDSMITH With Mark Atkinson And Maynard Paton

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:

[Podcast] CITY OF LONDON INVESTMENT With Mark Atkinson And Maynard Paton

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:

[Podcast] SYSTEM1 With Mark Atkinson And Maynard Paton

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:

[Podcast] GREGGS With Mark Atkinson And Maynard Paton

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:

[Podcast] SOMERO ENTERPRISES With Mark Atkinson And Maynard Paton

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:

[Podcast] TRISTEL With Mark Atkinson And Maynard Paton

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:

[Podcast] PHOTO-ME INTERNATIONAL With Mark Atkinson And Maynard Paton

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:

[Podcast] Small Caps, Stock Picking And Index Trackers With Maynard Paton

19 May 2022
By Maynard Paton

I recently spoke with Lee Cleasby on his Fund Your Retirement podcast. I talked about.

My investing journey and experience.
RAMP investing: respectability at a modest price (more details here).
When to sell or not to sell?
Small-caps trailing the FTSE 100.
Focusing on UK shares.
How beginners should start investing.
A real-life example of pound-cost averaging.
Starting a pension for my two-year-old son.
Coping with media negativity and volatile markets.
Thoughts on cryptocurrencies and NFTs.
A book recommendation.
My website and newsletter.

I think I am better at blogging than talking. Have a listen and decide for yourself:

Happy listening!

Maynard Paton

PS: The recording took place on 5 May 2022. Not quite sure about the weird American voice at the start!

[Podcast] RAMP Investing With Maynard Paton

24 June 2021
By Maynard Paton

I recently spoke to Jon Kingston on his Capital Employed podcast. I talked about:

My investing background and approach (more details here);
The types of companies I invest in;
Two recent purchases: System1 and M Winkworth, and;
What I learned from Jim Slater.

You can listen to the podcast here:

Alternatively you can listen through Youtube…

…or through the links below:

I mention these links at the end of the podcast:

Happy listening!

Maynard Paton

Maynard Paton: “Thanks Charles. Analysis due sometime before October’s FY results! Maynard” 05 Jun 2023

Charles East: “Hi Maynard It seems that your patience will be rewarded. I watch with interest, having bought a tiny position this…” 05 Jun 2023

Maynard Paton: “Mountview Estates (MTVW) Update on General Meeting Voting Outcome published 23 May 2023 Listing rules require companies that suffer a…” 31 May 2023

Maynard Paton: “Thanks Peter. Yes, TAST has not worked out, but I have learnt a lot about cost analysis from the experience…” 31 May 2023

Peter: “Hi Maynard, Appreciate the level headed analysis as always, pity this one didn’t work out. We all have our duds…” 30 May 2023

Maynard Paton: “Hi Bertie MTVW’s EPC commentary is limited to the annual report — point 2i here: “As noted in our work…” 30 May 2023

Bertie Ellis: “I have held MTVW in several portfolios for some years now, what I call a steady Eddy, pays out reasonable…” 30 May 2023

Maynard Paton: “Thanks Charles, glad you liked it. Maynard” 22 May 2023