Last week I had the huge privilege of being invited to the Financial Times HQ in London, where I met and spoke with some of the Investors Chronicle team.
Following this I took part in the Investors Chronicle’ Companies & Market Show with IC’s Editor, John Hughman and Associate Editor, Phil J Oakley. Which despite being nervous I enjoyed very much.
The topics discussed in the podcast included:
My investing philosophy;
My investing style;
My research process;
What I learnt from my Conkers’ Corner interviews;
Know what you own;
Patience/Doing nothing;
What makes a company special/unique;
Problem solvers;
Fear of Missing Out/FOMO;
Artificial Intelligence/AI
BigData
Technology;
Quantum Computing;
Machine Learning/ML
Astra Zeneca/AZN
Ixico/IXI;
Thematic investing;
Ageing;
Longevity;
Full invested Vs Cashed up;
Adaptability;
Losses happen;
Medtech;
Pharma;
Biotech;
Personalisation of medicines/drugs;
Oxford Instruments/OXIG;
Phil Oakley Fantasy SIPP;
Taking losses;
Profit Warnings;
Cigar butt investing;
Long-term patient investing;
Macro;
Trade War;
Auto-pilot investing;
Smithson Investment Trust;
Spirax-Sarco/SPX
Halma/HLMA;
Walt Disney/ $DIS
Trading/ frequency of;
Importance of RNS;
Dividend reinvesting;
Focus on the company;
Lock in future returns;
Persimmon/PSN
Telford Homes/TEF;
You don’t have to chase stocks;
Psychology;
Temperament;
FTSE 100 grim years;
Risk aversion;
Asset Allocation;
Diversification;
CakeBox/CBOX
Cranswick/CWK
Planted based products;
Vegan/Veganism;
Lacto-vegetarianism;
Premiumisation of brands;
Disruptive Technology;
Investing & more.
Here is the link to the Investors Chronicle podcast with John Hughman, Phil J Oakley & me/Peter Higgins:
This Investors Chronicle podcast can also be found on Apple iTunes here, Companies & Market Show: All hail the conkerer
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