Shares Podcast: Investor's Roundtable with Maynard Paton, Mark Simpson, Bruce Packard and Roland Head
I recently took part in a new podcast format with fellow investors Maynard Paton (my regular podcast co-host), Mark Simpson and Bruce Packard.
In the first episode of the Investor's Roundtable we discussed the attractions and risks of investing in Bellway (BWY), Luceco (LUCE), and Superdry (SDRY).
The owner of each share explained why they'd bought the business, followed by a lively four-way debate about the business.
We finished off the episode with a discussion about our (very different) approaches to portfolio sizing, diversification, top slicing, and much more.
Timestamps
1:45 - Why Roland bought Bellway (BHY)
3:45 - A four-way discussion about the housing market and the investment potential of Bellway (BHY)
16:15 - Why Mark bought Luceco (LUCE)
21:15 - A four-way discussion about the lighting industry and the investment potential of Luceco (LUCE)
34:00 - Why Bruce bought Superdry (SDRY)
36:00 - A four-way discussion about the investment potential of Superdry (SDRY)
48:30 - A four-way discussion about how many shares we own, our largest holdings, and our best buys.
This podcast was recorded on 8 June 2023 and was produced in association with Fund Your Retirement.
I hope you enjoy listening! As always, all feedback is very welcome.
Disclosure: Roland owned shares in Bellway at the time of recording.
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