Hello and welcome to you all, Pete @WheelieDealer and I, Peter Higgins @conkers3 are proud and honoured to inform you that the Twin Petes Investing podcasts are now being broadcast and published in association with Sharepad from ShareScope.
If you are new to this podcast, please let me take a moment to explain “Twin Petes Investing” is an unscripted collaboration between Twitter investing personalities Peter Higgins (conkers) @conkers3 on Twitter and the Award Breaking Pete (WheelieDealer) @WheelieDealer on Twitter. We have several decades of involvement and experience of the stock market, stocks, shares, funds, fundamental analysis, technical analysis and dealing with volatility. We 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. Just for clarity other than when we are presenting Twin Petes Investing LIVE at events as we have been fortunate to do at Mello Events, we are conducting our podcasts from completely different locations, with one of us in Windsor, Berkshire and the other in Leicestershire.
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.
ARE YOU LOOKING FOR THE TWIN PETES CHALLENGE? WE ARE RAISING FUNDS FOR THE MENPHYS CHARITY & SUPPORTING DISABLED CHILDREN HERE. IF YOU HAVE ENJOYED ANY OF OUR PODCASTS PLEASE CONSIDER MAKING A CHARITABLE DONATION HERE : JUST GIVING : THE TWIN PETES CHALLENGE PAGE
Given the plight of Charities in this ongoing period of lockdown in 2021. We thought it would be a great idea to make the Menphys Charity, the Charity of the Year that we would support via our TwinPetesInvesting podcast. What this means is that whenever and whatever amount a listener of our show would like to donate to the Menphys Charity to support disabled children and their carers, it will be gratefully received and make a huge difference as every penny counts. Any listeners that wish to support our Charity efforts can do so by :
I would like to take the opportunity to THANK EVERY ONE of our global TwinPetesInvesting podcast listeners and those kind individuals don’t yet even listen to show, that have already kindly made a donation to our Charity Fundraising appeal the TwinPetes Challenge. You are all fantastic and your kindness will make a difference to disabled children, their families and their carers. We have raised £4,472 excluding gift aid thus far. For those that wish to make a donation, you can do so now by clicking on the above Red Menphys logo and also via this PLEASE DONATE NOW LINK.
@DianaEPattersonAs always, a great podcast from 2 esteemed experienced investors. I enjoyed the special guests in previous pods and loved hearing about yr research methods, strategy and PF mgt. Thank u for all the time and effort that you put in for the rest of us. Looking fwd to TP54 this week!
@TheRealGMonkee Twin Petes Investing Podcast Podcast no.53 @conkers3@wheeliedealerGrowth, Value or Recovery Valuation of a stock must make sense Scale In & Scale Out of Investments.
@dancraddockfilmThanks for another great podcast guys! Great insight as always – markets have gone a bit crazy; US and here… I’ve top sliced my superstar SLP but am looking at maybe buying back in, financials remain very strong IMO.
@Ramraj35hotmai1On the way back home now from a great wk surfing, took a break to listen to tpi53, & noted reach mentioned that came on my radar around a £1 when I DM’d conkers, I too regret not buying, although probs will be another future, ps is this pullback a buy opp ??
@ZJS_RetAs always a great podcast with a fascinating discussion on the Market overview & especially liked the section on Pete’s strategy. #BNZL held 10 yrs ago but short term thinking prevailed then (ie no experience) and sold out yearsssss too early. Your podcasts get better each time.
@BeansBottomGreat podcast guys #tpi53#twinpetesinvesting Thanks for sharing.
@rchrdsut76Peter, I think your on it. You can’t ignore QE for many years, inflation and macro economics obviously impacting the exchanges. Sooner or later there’s a conversation to be had as to how is it all going to be paid for? When ? Who knows. Good podcast, thanks
@jeanblackjeanYou certainly do, eventually managed belatedly to listen to the podcast and very interesting it was, as usual it was varied and informative, found the part on how to research stocks very helpful, all the time you both put in to recording the podcasts is very much appreciated.
@TheReluctantIn2Caught up on this on train back home today – another insightful pod. Re. strategies, one can sometimes be both a value investor and a trader in a position. I’ve noticed how well others are able to do that! I have to content myself with aiming for high margin of safety on stocks.
@RidyardMikeGood discussion guys. It’s a big problem knowing when to exit holdings. Most investors including myself often exit their winners too soon. Cut your losers and run your winners. Unimaginable valuations can be hit on some popular growth stocks.
@LEMMINGINVESTORThese chaps are always learning. You should too if you pin your ears back. Your investment may not be tagged, don’t allow the thought there isn’t anything in the pody for you. There’s always a lesson or two and psychology is often a feature. Often a overlooked part of investing.
@ws1Hot summers day on the way i’m a big fan of podcasts been out early listening to the latest from @wheeliedealer (Twin Petes) rarely agree with everything but always find something of value / interest .. this one is no exception well worth a listen.
@lincartbrooks Listened whilst jogging the Cyprus coastline this morning.
@claudiohfox I was surprised 2 hear my name mentioned in #TPI 53 @conkers3 & @wheeliedealer but you’re right I was listening in the garden. #CompoundingKnowledge. At first I lost money, then I did deep #research & challenged myself to learn everything about #Lithium & supply chains. Then upwards. My garden is my sanctuary. It’s where I ‘Join the dots’ & connect with my family. My dad started me on Bonsai & when I see the Thistles I think of my mother. Caring 4a garden is like looking after a PF imo. #LearningIsALithiumJourney 4 Me #TPI 53 Great points on PF management.
@NicholasVaugha1Brilliant key learning points for small investors Banks got control over Dividends now and Insurance Stocks might be a better bet than Banks please do DYOR. A very interesting podcast and a must listen for small investors.Take Care and Keep Safe Both.
@SimplyMoney1 , @conkers3@wheeliedealer another fantastic podcasts. Would you happen to know of any investment meet up groups in the Manchester area.
A big THANK YOU to all our listeners for your kind words, feedback and continued support. It is very much appreciated. Your response to our TwinPetesInvesting podcasts on SoundCloud , AudioBoom , Amazon Music , iTunes , Spotify , Google Podcasts , Youtube and Overcast channels has been brilliant and for that we are truly grateful. We will continue to innovate with this podcast format and style therefore your continued feedback is essential. We will also continue to gauge whether we are taking this educational investing vehicle in the right direction.
Please listen now and share this BRAND NEW Twin Petes Investing podcast No.54, now on VIDEO & also AUDIO, brought to you in association with SharePad from ShareScope, with your investing and trading friends and associates across social media.< >
The topics, stocks and shares mentioned/discussed include:
Special guest, Seth Levine @SethLevine2 on Twitter
Seth’ highly recommended : Integrating Investor website can be found by clicking here
Alphabet $GOOG
Microsoft $MSFT
Apple $AAPL
Hip hop
Inflation Transitory
Macro
FTSE 100
FTSE 250
S&P500
NFTS
Digital Property
Reckitt Benckiser RKT
Unilever ULVR
EAST vs WEST Hip Hop
Biggie Smalls
Brooklyn NYC
Professional institutional investor
Buy side investor
Quantitative Easing QE
Metaverse
Misconceptions..Do more research
Bitcoin
Crypto / Cryptocurrencies
Trading Sardines
Digital Asset
Fiat currency
Money supply
Pets at Home PETS
OIL
Shale boom
Lumber / Timber prices/ futures
Construction
Supply Chain
Covid19
Housebuilders
Accrol ACRL
Games Workshop GAW
Director buys
Conduit Holdings CRE
Beazley BEZ
Barclays BARC
JTC Plc JTC
Xaar XAR
Brand Architekts BAR
Hargreaves Services HSP
Restore RST takeover
Marlowe MRL
Games Workshop
Guidance
Insider buying
Investing
Insurance
Wheelie’s Bash
The Twin Petes Challenge / Charity fundraise for the Menphys Charity
Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.
