Timestamps
00:00 How his portfolio has fared, current positioning & equity outlook.
10:00 KIER GROUP PLC
16:35 TELECOM PLUS
23:10 Card Factory
31:35 Running a concentrated portfolio & when to top-slice.
38:55 Shoezone Retail Limited
45:00 Marks and Spencer
48:40 Virgin Wines
51:25 DFS Furniture Holdings plc
54:15 Angling Direct PLC
57:45 #JDWetherspoon
61:50 Focusrite
66:45 Rolls-Royce
73:25 De La Rue
77:35 Luceco Group
80:20 Gaming Realms
84:40 Greatest investment mistakes (re continuous learning)
Disclosure: I was paid by Vox Market to interview Richard
