TWIN PETES INVESTING: Podcast No.4

“Twin Petes Investing” is a collaboration between Peter @conkers3 and the Award Breaking Peter @WheelieDealer.

Both of us have several decades of involvement with the Markets and are Full Time Investors who find the day to day rigours of the ever-changing quest to make financial returns from the increasingly volatile markets fascinating. As anyone who has even just a limited amount of experience taking on the Markets will know, everybody has their own unique style and ways of taking on the challenge and although our methods have similarities, it is anticipated that our “Twin Petes Investing” podcasts will bring a range of perspectives and thoughts.

Thank you all for your generous and kind feedback after hearing and listening to our two initial #TwinPetesInvesting podcasts.

Here is a sample of your most recent feedback:

 Great podcast! Just a comment on the over trading at around 14 mins. If your a profitable trader with a defined edge then it stands to reason the more you trade, the greater the amount you can make over and above commissions and stamp duty you pay. .. just my thoughts there.
Great podcast guys…wish you”d done this 12 months ago though..would’ve saved me a few pounds
As you know I am very much into the Eco system so please let me know where can I get the iSausage? On a serious, as always hats off to you and for a great podcast. I like the informal and flexible style which comes across as a natural discussion
Worth a listen – and have done a good job in covering many of the hot topics of the week. Don’t have a fundamental view on now but it’s rare that stocks recover their prior price within a year after the profit warning.
In this fourth podcast the topics discussed (due to technical problems this podcast was cut short) include:

Market mood;

Trading updates;

Retail stocks;

Online retail

Bricks & mortar retail space;

Oversold opportunities;

Marks & Spencers; #MKS

William Hill ; #WMH

Land Securities; #LAND

British Land; #BLND

Discount to Nav;

INTU;

Destination retail sites;

Research;

Strategy;

Long-term investing;

FOMO Fear of Missing Out;

IG Index reaction to update; #IGG

Learning Techology Group #LTG

Theresa May/Brexit

Trump/Trade War

Stone arrest/Trump Impeachment;

What is priced into the markets;

Nasdaq;

Complacency;

High PEs;

Is the market worse over;

Psychology;

Confidence;

Death by a thousand cuts;

Santa Rally;

Fevertree #FEVR;

Bonmarche #BON

Wall of Worry;

REFERENDUM;

TRUMP;

Investing & much more.

The Twin Petes Investing podcast will be linked to and written about on the Conkers3 website 

and also on the WheelieDealer website

Thank you for reading this article, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

Are you an institutional investor or private investor? What are your views or opinions on the markets at present? Please lets us know. We look forward to hearing from you. You can find more research articles, interviews, podcasts, videos and investment insights on our website and across some of our social media platforms that include Twitter, LinkedIn, AudioBoom, iTunes, YouTube and Facebook .

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