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All Episodes

The Desert Island Investor — 68 episodes

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Title
1

Charities. Should PLCs be giving away investors money?

2

I talk emigration, money and tax with financial adviser Niall Allardice

3

Titon Holdings (TON). My review of the 2026 AGM

4

Boycotts. How cherry-picking is stifling investment in good products

5

Fundsmith. My review of the 2026 ASM fresh from the event

6

The 2025 James Halstead AGM. A review of the stock and my microphone moment!

7

Secrets. Is hiding bad news from investors a cloak for insider dealing?

8

My festive review of Magnum (MICC) Unilever's new ice-cream spin-off

9

Question in a Bottle. Which stocks do you class as "the dregs"?

10

My review of Smurfit Westrock and the growing consumer class

11

My stock review of toy masters the Character Group plc

12

Question in a Bottle. What do you think about buybacks?

13

My review of Intertek plus a London Investor Show ticket offer

14

I talk to Peter Hadsley-Chaplin, non-executive chair of M.P. Evans Group

15

Question in a Bottle. What is your favourite stock?

16

My review of UK biotech company Bioventix (BVXP)

17

Question in a Bottle. What are your top ten holdings and weightings?

18

I interview Adam Rackley, fund manager at Cape Wrath Capital

19

20 year old Joe Barry agrees that it’s never too early to start investing

20

GREGGS. My stock update, a spot of lunch and some shoplifting.

21

Question in a Bottle. Does flattery ever affect your decision making?

22

A review of my holding in engineering polymer experts Victrex plc (VCT)

23

Question in a Bottle. How will Trump's tariffs affect your investments?

24

The fight wasn't over when I visited the 2025 Titon Holdings AGM

25

Question in a Bottle. From the Financial Times, about Entain plc.

26

My personal review of the 2025 Fundsmith Annual Shareholders' Meeting

27

My review of M.P. Evans (MPE). Part two. I visit an M.P. Evans plantation

28

My review of M.P. Evans (MPE). Part 1. Sustainable palm oil

29

Question in a Bottle. Is it ethical to be a tax exile?

30

A festive review of my 20-year holding in TESCO (TSCO)

31

Question in a Bottle. How much time do you spend on research?

32

John Walter talks about his life and being a Zytronic non-executive director

33

Question in a Bottle. How might the 2024 budget affect you as an investor?

34

A personal review of my holding in Alliance Pharma plc (APH)

35

Question in a Bottle. What tips do you have to achieve early retirement?

36

How macro events affect my investment in Genuit plc (GEN)

37

Question in a Bottle. Which broker do you use and why?

38

I talk with David Barry, the private investor who sued Mississippi

39

Question in a Bottle. How do you live off your dividends?

40

A personal review of Tristel (TSTL). My squeaky-clean stock.

41

Question in a Bottle. How do I pick a winner?

42

Concurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeown

43

I love Vimto and I've just invested in Nichols plc who make it

44

Question in a Bottle. When did you give up your day job?

45

There's money in laundering. My review of ME Group (MEGP)

46

Question in a Bottle. What were your worst disasters?

47

I want Titon Holdings to be winners, but I didn't pull any punches at their 2024 AGM.

48

Question in a Bottle. How do I buy shares for my grandchildren?

49

Fundsmith. My review of the 2024 Annual Shareholder Meeting.

50

Question in a Bottle. When do you sell stocks?

51

I invested in Entain Plc (ENT) Did I get a good deal?

52

Question in a Bottle. What are your top 5 stocks?

53

A Christmas review of my investment in James Halstead (JHD)

54

Why I think my holding in Somero (SOM) is a rock solid investment

55

My personal take on Unilever (ULVR) one of my core stocks.

56

As an investor I'm happy to sing the praises of Focusrite (TUNE)

57

Investing in property. With guest castaway Tom Entwistle of Landlord Zone

58

Greggs (GRG) a review of one of my core portfolio stocks

59

I never get bored with Smurfit Kappa (SKG). Here's my stock review

60

Why I added to my holding in STRIX (KETL) the masters of hot & cold water

61

Central Asia Metals (CAML) is one of my most promising stocks

62

Tesco (TSCO) is my longest held large-cap investment. Here's why

63

My interview with Jeremy McKeown, stock market legend and podcaster

64

Is the wind of change imminent for Titon Holdings (TON)?

65

I acquired a new stock. Sustainable Palm Oil producer M.P. Evans (MPE)

66

Fundsmith. My feedback from the 2023 shareholders' meeting

67

I review touch-screen manufacturer Zytronic (ZYT) and visit their AGM

68

How to invest and relax. My intro and review of MTI Wireless Edge (MWE)