Understanding the financial markets, quarterly reviews, and business strategy

Episode notes In this week's episode Allan reviews a fun little book, shares an interesting interview, and recommends a podcast that discusses the fall of a once mighty national D.I.Y. chain. Allan's update Allan shared his practise of conducting quarterly reviews, and how he implements a big picture review of his portfolio every 3 months. His approach is based on the work of the personal development guru, Michael Heppell. If you want to know more about Michael then checkout his website, michaelheppell.com If you want to know more about podcasting, and the podcasting process, then checkout Allan's recent appearance on the Podcraft podcast. You can find it on Apple Podcasts here or search for pod craft in your podcast player of choice. Resource of the week For an entertaining guide to the financial markets, checkout MAN VS MARKETS: Economics Explained (Plain and Simple), by Paddy Hirsch. Article of the week This interview with Christoph Martin, the CFO of PensionBee, explains why slow and steady growth is often the best strategy, even for disruptive businesses. CFO Executive Dialogue » Q&A: PensionBee’s CFO on when growth demands slowing down Podcast of the week The final episode in the current series of the BBC's Toast podcast looks at the rise and fall of the D.I.Y. chain, Homebase. You can find it on Apple Podcasts here or search for it on your podcast player of choice. Support If you want to support the podcast you can: Visit the website over at smallinvestortoolbox.com Follow me on Mastodon or Bluesky Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referral code r-b2ac67 Music and sound effects Bossa Antigua Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ Sound effects from https://quicksounds.com This podcast is powered by Pinecast.