All Episodes
The Desert Island Investor — 68 episodes
Charities. Should PLCs be giving away investors money?
I talk emigration, money and tax with financial adviser Niall Allardice
Titon Holdings (TON). My review of the 2026 AGM
Boycotts. How cherry-picking is stifling investment in good products
Fundsmith. My review of the 2026 ASM fresh from the event
The 2025 James Halstead AGM. A review of the stock and my microphone moment!
Secrets. Is hiding bad news from investors a cloak for insider dealing?
My festive review of Magnum (MICC) Unilever's new ice-cream spin-off
Question in a Bottle. Which stocks do you class as "the dregs"?
My review of Smurfit Westrock and the growing consumer class
My stock review of toy masters the Character Group plc
Question in a Bottle. What do you think about buybacks?
My review of Intertek plus a London Investor Show ticket offer
I talk to Peter Hadsley-Chaplin, non-executive chair of M.P. Evans Group
Question in a Bottle. What is your favourite stock?
My review of UK biotech company Bioventix (BVXP)
Question in a Bottle. What are your top ten holdings and weightings?
I interview Adam Rackley, fund manager at Cape Wrath Capital
20 year old Joe Barry agrees that it’s never too early to start investing
GREGGS. My stock update, a spot of lunch and some shoplifting.
Question in a Bottle. Does flattery ever affect your decision making?
A review of my holding in engineering polymer experts Victrex plc (VCT)
Question in a Bottle. How will Trump's tariffs affect your investments?
The fight wasn't over when I visited the 2025 Titon Holdings AGM
Question in a Bottle. From the Financial Times, about Entain plc.
My personal review of the 2025 Fundsmith Annual Shareholders' Meeting
My review of M.P. Evans (MPE). Part two. I visit an M.P. Evans plantation
My review of M.P. Evans (MPE). Part 1. Sustainable palm oil
Question in a Bottle. Is it ethical to be a tax exile?
A festive review of my 20-year holding in TESCO (TSCO)
Question in a Bottle. How much time do you spend on research?
John Walter talks about his life and being a Zytronic non-executive director
Question in a Bottle. How might the 2024 budget affect you as an investor?
A personal review of my holding in Alliance Pharma plc (APH)
Question in a Bottle. What tips do you have to achieve early retirement?
How macro events affect my investment in Genuit plc (GEN)
Question in a Bottle. Which broker do you use and why?
I talk with David Barry, the private investor who sued Mississippi
Question in a Bottle. How do you live off your dividends?
A personal review of Tristel (TSTL). My squeaky-clean stock.
Question in a Bottle. How do I pick a winner?
Concurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeown
I love Vimto and I've just invested in Nichols plc who make it
Question in a Bottle. When did you give up your day job?
There's money in laundering. My review of ME Group (MEGP)
Question in a Bottle. What were your worst disasters?
I want Titon Holdings to be winners, but I didn't pull any punches at their 2024 AGM.
Question in a Bottle. How do I buy shares for my grandchildren?
Fundsmith. My review of the 2024 Annual Shareholder Meeting.
Question in a Bottle. When do you sell stocks?
I invested in Entain Plc (ENT) Did I get a good deal?
Question in a Bottle. What are your top 5 stocks?
A Christmas review of my investment in James Halstead (JHD)
Why I think my holding in Somero (SOM) is a rock solid investment
My personal take on Unilever (ULVR) one of my core stocks.
As an investor I'm happy to sing the praises of Focusrite (TUNE)
Investing in property. With guest castaway Tom Entwistle of Landlord Zone
Greggs (GRG) a review of one of my core portfolio stocks
I never get bored with Smurfit Kappa (SKG). Here's my stock review
Why I added to my holding in STRIX (KETL) the masters of hot & cold water
Central Asia Metals (CAML) is one of my most promising stocks
Tesco (TSCO) is my longest held large-cap investment. Here's why
My interview with Jeremy McKeown, stock market legend and podcaster
Is the wind of change imminent for Titon Holdings (TON)?
I acquired a new stock. Sustainable Palm Oil producer M.P. Evans (MPE)
Fundsmith. My feedback from the 2023 shareholders' meeting
I review touch-screen manufacturer Zytronic (ZYT) and visit their AGM
How to invest and relax. My intro and review of MTI Wireless Edge (MWE)