The duo reunite after the festive period for a conversation on how Lord Lee’s portfolio performed, why he feels optimistic about the next 12 months and how he’s invested a strong flow of dividends.

The pair discuss Christie Group plc, a stock Lord Lee suggests is “severely underrated”, his opinion on what to do with a company that’s down 50 per cent, and British big-names ITV, Aviva and Supermarket Income Reit.

The episode rounds up in the typical style, updating listeners on new holdings or recent exits in Lord Lee’s portfolio.

If you have any questions you would like answered in the podcast, please send them to alex.newman@ft.com

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Timestamps

1:14 Optimism about the year ahead

3:48 2024 review

5:20 Reinvesting dividends

6:55 Christie Group plc

10:54 What he would do at a 50 per cent loss

13:41 Should companies consult investors

15:38 Aviva and Direct Line

19:39 ITV

21:30 Supermarket Income Reit

27:18 New positions and recent exits

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