Takeovers, £100m whisky, and decoding stock market jargon
Description
In this episode of Companies and Markets Weekly, I’m joined by Megan Boxall, Graham Neary and Roland Head. We discuss:
- Their take on the news they’ve covered in this week’s Daily Stock Market Reports, including IntegraFin, Insig AI, ShoeZone, and Artisanal Spirits
- Common buzzwords and phrases you might hear in company updates or management presentations, and why companies choose to use such obfuscatory language
- The surprising results from 10 years of Stockopedia’s systematic “no admin portfolio system”
- A look ahead to what’s coming up over the festive break
Let us know what you thought of this episode: https://www.surveymonkey.com/r/NG3L235
Stocks discussed:
IntegraFin: https://www.stockopedia.com/share-prices/integrafin-holdings-LON:IHP/
Insig AI: https://www.stockopedia.com/share-prices/insig-ai-LON:INSG/
ShoeZone: https://www.stockopedia.com/share-prices/shoe-zone-LON:SHOE/
Artisanal Spirits: https://www.stockopedia.com/share-prices/artisanal-spirits-LON:ART/
Next: https://www.stockopedia.com/share-prices/next-LON:NXT/
Games Workshop: https://www.stockopedia.com/share-prices/games-workshop-LON:GAW/
Berkshire Hathaway: https://www.stockopedia.com/share-prices/berkshire-hathaway-NYQ:BRK.B/
Cognex: https://www.stockopedia.com/share-prices/cognex-NSQ:CGNX/
Extra Stockopedia content we mention:
Translating the market lingo (subscriber only): https://www.stockopedia.com/content/translating-the-market-lingo-1018436
How a decade of NAPS portfolios beat every fund manager in the UK (subscriber only): https://www.stockopedia.com/content/how-a-decade-of-naps-portfolios-beat-every-fund-manager-in-the-uk-1018242
Host: Lawrence Judd
Analysts: Megan Boxall, Graham Neary, Roland Head
Disclosures:
At the time of recording, Megan holds shares in Cognex (CGNX). Graham holds shares in Berkshire Hathaway (BRK).
Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.