Timestamps
On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Graham Neary, CFA, where we discussed:
00:00 His investment approach & portfolio performance YTD’24
05:15 Distinguishing between value plays and value traps.
10:10 Jupiter Asset Management
15:50 AJ Bell
19:30 Premier Miton Investors
24:05 Ashmore
29:55 Winkworth & The Property Franchise Group
35:45 Lords Group Trading
39:40 PayPoint plc
45:15 Elecosoft
50:55 BAT and dividends vs stock buybacks
58:20 Supreme PLC
62:30 888holdings and when to sell
70:25 The Rank Group plc
75:00 CVS Group Plc
Disclosure : Graham owns #888 & #BATS, whilst I hold #PMI & #ELCO. #SUP, #ELCO, #LORD are Vox Markets clients.
