The Investor Way

In this episode we discuss ASOS, RELX, British Land Co, LSEG, Reckitt & Associated British Foods$asc $rel $blnd $lseg $rkt $abf#asc #rel #blnd #lseg #rkt #abf

In this episode we discuss Imperial Brands, Unite Group, Barratt Redrow, ASML, Tesco & Taiwan Semiconductor Manufacturing Co $imb $utg $btrw $asml $tsco $tsm#imb #utg #btrw #asml #tsco #tsm

In this episode we discuss Unilever, AG Barr, Boohoo, Wise, ASOS & Netflix$ulvr $bag $debs $wise $asc $nflx#ulvr #bag #debs #wise #asc #nflx

In this episode we discuss Kingfisher, Next, Applied Nutrition, Carnival, Gamma Communications & Alibaba$kgf $nxt $apn $ccl $gama $baba#kgf #nxt #apn #ccl #gama #baba

Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has continued working as a director and financial advisor at Jeremy Kaye Portfolio Management, as well as this he continues to run his fund. The fund has generated over 50% returns in each of the previous two years. We catch up on his fund performance, work as a financial advisor, the interaction between the two, his screening process, and the use of AI in his industry. Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in April 2025. Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this he continues to run a special situations fund, although the focus of the fund has changed.Joe shares his experience of purchasing a business, his experience in the financial advice industry, and changes to his own investment philosophy since his first interview, as well as discussing some of the stocks currently in his portfolio.Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.

In this episode we discuss Dominos, Persimmon, Supermarket Income REIT, J D Wetherspoon, TrustPilot & Sunbelt Rentals$dom $psn $supr $jdw $trst $sunb#dom #psn #supr #jdw #trst #sunb

In this episode we discuss Ibstock, ITV, Reckitt Benckiser, LSE Group, Taylor Wimpey & Tritax Big Box REIT$ibst $itv $rkt $lseg $tw. $bbox#ibst #itv #rkt #lseg #tw. #bbox

In this episode we discuss Diageo, Mony Group, Aston Martin, Rightmove, Haleon & Wix$dge $mony $hln $rmv $aml $wix#dge #mony #hln #rmv #aml #wix

In this episode we discuss BAE Systems, InterContinental Hotels Group, Centrica, Coca-Cola Europacific, BHP & Wolters Kluwer$ba. $ihg $cna $ccep $bhp $wkl#ba. #ihg #cna #ccep #bhp #wkl

Arthur is a 22-year-old real estate professional with an early and genuine interest in investing. He spent part of his schooling in the Bronx, New York, before returning to the UK and graduating from the University of Reading with a 2:1 in Real Estate. Arthur now works at Knight Frank in their Residential Investment Team, where he focuses on residential investment analysis and advisory work. He began learning about investing at a young age and has continued to build his knowledge alongside his professional experience, bringing a thoughtful and grounded perspective to investing.This episode focuses on Arthur's investing journey and how he started investing at 14, as well as what investing is like at the start of your career, concentration, and building out your portfolio.

In this episode we discuss Barratt Redrow, Coca-Cola HBC, British American Tobacco, The Magnum Ice Cream Company, Unilever & Shopify$btrw $cch $bats $micc $ulvr $shop$btrw #cch #bats #micc #ulvr #shop

In this episode we discuss Dunelm, Shell, AG Barr, Novo Nordisk, GSK & Eli Lilly$dnlm $novob $bag $shel $gsk $lly$dnlm #novob #bag #shel #gsk #lly

In this episode we discuss easyJet, Sage Group, Lloyds, Filtronic, ASML & PayPal$ezj $sge $lloy $ftc $asml $pypl#ezj #sge #lloy #ftc #asml #pypl

In this episode we discuss Airtel Africa, Experian, Games Workshop, J D Wetherspoon, Wolters Kluwer & Netflix$aaf $expn $gaw $jdw $wkl $nflx#aaf #expn #gaw #jdw #wkl #nflx

In this episode we discuss Persimmon, Greggs, Taylor Wimpey, Associated British Foods, Whitbread & AirBnB$psn $grg $tw. $abf $wtb $abnb#psn #grg #tw. #abf #wtb #abnb

In this episode we discuss Next, AO World, Tesco, Cranswick, Sainsburys & Nike$nxt $ao. $tsco $cwk $sbry $nke#nxt #ao. #tsco #cwk #sbry #nke

In this episode we discuss British American Tobacco, Moonpig, Carnival, Hollywood Bowl, Currys & Wix$bats $moon $ccl $bowl $cury $wix#bats #moon #ccl #bowl #cury #wix

In this episode we review our £1m fantasy portfolio and its performance after 5 years, as well as suggesting changes to the portfolio heading into year 6.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in January 2025, in this episode we review our £1m fantasy portfolio and its performance after 4 years.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2023, in this episode we review our £1m fantasy portfolio and its performance after 3 years.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2022, in this episode we review our £1m fantasy portfolio and its performance after 2 years.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2021, in this episode we review our £1m fantasy portfolio and its performance after 1 year.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2020, in this episode we construct our £1m fantasy portfolio for the first time.

In this episode we discuss Boohoo, AJ Bell, easyJet, Baltic Classifieds Group, Diageo & 3i Group$debs $ajb $ezj $bcg $dge $iii#debs #ajb #ezj #bcg #dge #iii

In this episode we discuss Sage Group, Imperial Brands, Big Yellow Group, British Land Co, PayPoint & Nvidia$sge $imb $byg $blnd $pay $nvda#sge #imb #byg #blnd #pay #nflx

In this episode we discuss Burberry, Persimmon, SSE, Taylor Wimpey, Experian & Netflix$brby $psn $sse $tw. $expn $nflx#brby #psn #sse #tw. #expn #nflx

In this episode we discuss Novo Nordisk, AutoTrader, Sainsburys, M&S, BT & AMD$novob $auto $sbry $mks $bt.a $amd#novob #auto #sbry #mks #bt.a #amd

In this episode we discuss Domino's, Associated British Foods, BP, Shell, London Stock Exchange Group & Apple.$dom $abf $bp. $shel $lseg $aapl#dom #abf #bp. #shel #lseg #aapl

In this episode we discuss Next, Airtel Africa, Aston Martin Lagonda, Haleon, J D Wetherspoon & PayPal$nxt $aaf $jdw $hln $aml $pypl#nxt #aaf #jdw #hln #aml #pypl

In this episode we discuss Supreme, Unilever, B&M, Reckitt Benckiser, Coca-Cola HBC & Coca Cola$sup $ulvr $bme $rkt $cch $ko#sup #ulvr #bme #rkt #cch #ko

In this episode we discuss YouGov, Croda, Tritax Big Box REIT, Whitbread, Ibstock & ASML$you $crda $bbox $wtb $ibst $asml#you #crda #bbox #wtb #ibst #asml

In this episode we discuss Imperial Brands, Card Factory, Greggs, DFS Furniture, Unite Group & World Chess$imb $card $grg $dfs $utg $chss#imb #card #grg #dfs #utg #chss

In this episode we discuss Kingfisher, Tesco, AG Barr, J D Wetherspoon, AEW UK REIT & Carnival$kgf $tsco $bag $jdw $aewu $ccl#kgf #tsco #bag #jdw #aewu #ccl

In this episode we discuss Associated British Foods, Dunelm, Barratt Redrow, Supermarket Income REIT, Next & Wickes$abf $btrw $dnlm $supr $nxt $wix#abf #btrw #dnlm #supr #nxt #wix

In this episode we discuss Tritax Big Box REIT, Prudential, JD Sports, M&G, Regional REIT & Nvidia$bbox $pru $jd. $mng $rgl $nvda#bbox #pru #jd. #mng #rgl #nvda

In this episode we discuss Persimmon, Aviva, Admiral, Diversified Energy Company, TUI & PayPal$psn $av. $adm $dec $tui1 $pypl#psn #av. #adm #dec #tui1 #pypl

In this episode we discuss London Stock Exchange Group, Ibstock, Deliveroo, British American Tobacco, Mondi & Eli Lilly$lseg $ibst $roo $bats $mndi $lly#lseg #ibst #roo #bats #mndi #lly

In this episode we discuss Domino's, Diageo, Coca-Cola HBC, Novo Nordisk, Tritax Big Box REIT & Disney $dom $dge $cch $novob $bbox $dis#dom #dge #cch #novob #bbox

In this episode we discuss Games Workshop, Unilever, Haleon, Taylor Wimpey, Greggs & Visa$gaw $ulvr $hln $tw. $grg $v#gaw #ulvr #hln #tw. #grg #v

In this episode we discuss Centrica, Rightmove, PHP, Airtel Africa, Reckitt Benckiser & Coinbase$cna $rmv $php $aaf $rkt $coin#cna #rmv #php #aaf #rkt #coin

Please note there has been an issue with Sam's microphone. The audio is okay but not great and not at the standard we would like. A new microphone has been ordered but we would recommend listening to this episode with headphones on rather than via a speaker, as via a speaker some of it is much harder to understand than normal.In this episode we discuss Halma, Diageo, Cake Box Holdings, Frasers Group, Mony Group & Verizon$hlma $dge $cbox $fras $mony $vz#hlma #dge #cbox #fras #mony #vz

In this episode we discuss Ocado, Barratt Redrow, Trustpilot, Experian, ASML & Netflix$ocdo $btrw $trst $expn $asml $nflx#ocdo #btrw #trst #expn #asml #nflx

In this episode we discuss Primary Health Properties, Mulberry Group, Greggs, Baltic Classifieds Group, Sainsbury's & Ashtead$php $mul $sbry $bcg $grg $aht#php #mul #sbry #bcg #grg #aht

In this episode we discuss Safestay, Tritax Big Box REIT, Watches of Switzerland Group, Halfords, Supreme & Fevertree$ssty $bbox $wosg $hfd $sup $fevr#ssty #bbox #wosg #hfd #sup #fevr

In this episode we discuss Tesco, Safestore, Carnival, Moonpig, Bunzl & Nike$tsco $safe $ccl $moon $bnzl $nke#tsco #safe #ccl #moon #bnzl #nke

In this episode we discuss British American Tobacco, Chemring Group, Pennon, B&M, Dr Martens & Adobe$bats $chg $pnn $bme $docs $adbe#bats #chg #pnn #bme #docs #adbe

In this episode Sam interviews Wesley Chambers (X - @InvestWithWes1). Wesley is a 29 year old contrarian value investor. Wesley's portfolio includes a lot of stocks from outside of his home UK market, including large allocations to US, French, and Chinese companies, and this is the focus for much of the interview. Wesley also has a Substack which you can subscribe to here.