TWIN PETES INVESTING Podcast no.56

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.

To mark this fantastic occasion SharePad from ShareScope have a SPECIAL OFFER for Twin Petes Investing podcast listeners. For NEW SUBSCRIBERS ONLY, you will get your second months subscription FREE.  Click on the Sharepad offer now to secure this offer. Use the PROMO CODE : twinpetes 

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.

SUBSCRIBE FOR FREE NOW TO OUR  TWIN PETES INVESTING PODCAST CHANNEL ON SPOTIFY

SUBSCRIBE FOR FREE NOW TO OUR TWIN PETES INVESTING PODCAST CHANNEL ON GOOGLE PODCASTS

SUBSCRIBE FOR FREE NOW TO OUR  TWIN PETES INVESTING PODCAST CHANNEL ON SOUNDCLOUD

SharePad from ShareScope have a SPECIAL OFFER for Twin Petes Investing podcast listeners. For new subscribers only, you will get your second months subscription FREE. Simply click here NOW! Use the PROMO CODE: twinpetes

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 :

Texting PETES 3 to 70085

or by making a donation on this JustGiving : TwinPetesInvesting Challenge page . Thank you.

#KINDNESSMATTERS :
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 £7,660 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.

Further to the TwinPetesChallenge, Peter Higgins @conkers3 and Elric Langton @Lemminginvestor have organised a FREE Investing and Business fundraising event to be held in Leicester on 17th September 2021 on the behalf of Menphys. Tw London stock market listed companies, Open Orphan and Poolbeg Pharma  and special guest, England Rugby Union, World Cup Winner, Stephen Thompson MBE will presenting and speaking, followed by Q&A. It is going to be a brilliant evening with all proceeds from the night going to the Menphys Charity to support disabled children. REGISTER FOR FREE HERE NOW.

Here are examples of the most recent feedback we received regarding the #TwinPetesInvesting Podcast number 55 and progress of our TwinPetesChallenge Charity fundraising efforts for the disabled children’ charity Menphys. Via our Soundcloud , AudioBoom , iTunes , Spotify , Google Podcasts , Youtube & Overcast channels:

@philjoakley  Interesting listen as usual. Good discussion on position sizing. How many stocks do you really need in a portfolio?
@dbmutton  A very good cause, check out the great work @conkers3 is doing raising money for @MenphysUK
@Michael51492851  Enjoyed TP55 especially the part about portfolio sizing/ construction 2 questions: What amount constitutes a size requiring more diversification? What is the reason to increase the number of shares as your portfolio grows? Liquidity?
@rchrdsut76  Great podcast, broader, reviewing portfolio management, asset classes and shares themselves. I like links to macro economics, % cash increasing, market going to wobble? Your share selection is second to none, preserve or increase £s? Harder times ahead, 40 year bull run ! Thanks
@NicholasVaugha1  Thank You very much. Key learning points be prepared for a bumpy winter on markets and hold some cash to take advantage of any market falls and excellent investing insight and take care and keep safe. Great Advice i remember great advice from Conkers Podcast look for shares that no one is talking about.Take care and Keep safe and Have a great Weekend
@SellarsIan  Thanks Pete and Pete great stuff as usual.
Krishan Thanks perhaps my favourite episode so far. essential listening for a newbie like myself
@YstoneAdvisory  Always a great listen
@BenSharman  This is an awesome effort from @conkers3 & @wheeliedealer and their podcast listeners. If you haven’t already donated please check out the link below.
@claudiohfox  What a fascinating #TPI 55, but it’s left me thinking how on earth can @wheeliedealer #Research 38 different stocks in his PF? I realise I’m running a very condensed PF with 11 stocks only at present & I’m top heavy on a few of them. I can’t research more than that.
@TheSecretAcct  Some great thoughts on this podcast re portfolio diversification. From a very hot Palma. Got me round my 5k (no it didn’t take me the whole show to do 5k by the way!)
@barnaberible  Great podcast for investors, give it a listen if you haven’t already.
@_MTAUS  Great podcast Pete and Peter. Love hearing how both of the research differently. Always give a different perspective.
@1James1n1  Impressive progress towards your target Peter & Pete, with a worthwhile charity beneficiary and another interesting podcast, this time including a discussion on the optimal number of stocks to hold in a portfolio. cc @conkers3 @wheeliedealer
@malcolmreid60  Really enjoyed that podcast. Especially the bit about stock concentration. Food for thought.
@Share_investor  Started listening to the latest two podcasts. Informative and interesting. Great work raising the funds for Menphys. I’m also from and still live in the sporting capital too.
@GoLeftMassa  Amazing effort, @wheeliedealer, @conkers3 & everyone that has donated (special shout to @LEMMINGINVESTOR)!
@sholdsworth1963  Another excellent TPI podcast chaps. Really interesting discussion on how many companies to hold in a portfolio. @wheeliedealer
@sloan_phil  Brilliant work, guys!
@SwissRash  As always a great listen and highly recommended! Thanks @conkers3 for the mention. Only complaint I’ve got is it should have been longer.
@Jarvy55  Very well done.
@LEMMINGINVESTOR  I’m looking forward to this. Currently working my tail off (honest) so will sit back with a cool @PMBrewCo Amber @Tommo33s case with ears pinned back and see what I can learn this time. @wheeliedealer @Mike24775926 @conkers3
@achildofthe70s  Just finished another #TwinPetesInvesting (number 55) from @conkers3 and @wheeliedealer and really enjoyed it. Greater Fool Theory been there and found out the hard way. Thanks again for an entertaining chat with some insight on some unfamiliar stocks (to me anyway!)
@DM_iNvest43  Great #podcast #TP55 going to be checking out one of the companies discussed by @conkers3 and @wheeliedealer over the weekend which sounded very interesting. Has performed well and looks to have great growth prospects too.
@William60640496  Interesting about the position sizing. My constraint working full time is would struggle to do fundamental analysis of more than 20 stocks. Donated to the challenge just now. I’d love to go to event in Leicester if there is room?
@Gaskfrontier It’s out! Friday 13th is good. Was I first?
@SandyMidd  Got to 55 in record time, and by the way thanks for the mention guys, my pleasure. @wheeliedealer
@daveglass1  Its up! Just in time for the new season. Here we take a look at the Leicester City v Wheelie Wanderers fixture.
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.
If you are new to our podcasts – welcome. If are back for more – thank you. Please SUBSCRIBE FOR FREE to our TwinPetesInvesting channels where you will find our latest podcasts. By doing so you will never miss out on any of our future TwinPetesInvesting podcasts.
Are you accessing our TwinPetesInvesting podcasts via AudioBoom ITunes SoundCloud , Spotify , Google Podcasts ,  Amazon Music ,  Youtube or Overcast channels or elsewhere please do let us know?
Please listen now and share this BRAND NEW Twin Petes Investing podcast No.56, 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:

How to Deal with Profit Warning

How to hold stocks long-term

The Goldman Sachs of Shipping

The Market Gods

A bit of luck

Different perspective

Market volumes

Predators seeking UK Cheap stocks

The Sum of the Parts

Intrinsic Value

More takeovers are coming

Greggs GRG

Bacanora Lithium BCN

Sylvania Platinum SLP

Morrisons MRW

Mining / Miners

Glencore GLEN

RIO TINTO

Anglo Pacific APF

Anglo Asian Mining AAZ

Dunelm DNLM

Clarkson CKN

Ixico IXI

Best of the Best BOTB

Open Orphan ORPH

Poolbeg Pharma POLB

Deliveroo ROO

Just Eat JET

Activision Blizzard $ATVI

Medtronic $MDT

Grafton #GFTU

Sanderson Design Group SDG

Ashtead AHT

Cyclical Risks

Are family owned companies better run businesses?

Software as a Service

Psychology

Strong opinions & Confirmation Bias

Buy quality stocks

Investing

Trading

The Twin Petes Challenge / Charity fundraise for the Menphys Charity
& More
The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on the WheelieDealer website .
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.

As promised here is the the compound annual growth rate (CAGR) calculator as promised. If you end up using this, then do please let us know on Twitter what your findings are. Calculate your CAGR here.

TwitterInstagramBehanceYoutubeShort linkSkypeWhatsApp