In this episode of the Investors Champion Podcast, Chris and Lee discuss intriguing investment opportunities, focusing on 'bonkers bargains' - stocks with strong fundamentals but undervalued due to market conditions. They highlight small cap companies like Time Finance and Alumasc, and delve into an unusual pick, Gemfields Group.
The episode emphasizes the importance of balancing growth stocks with deep value investments, and the potential long-term rewards and risks in small cap investing. Chris also touches upon the importance of market research and diversification while noting some of their past successes and disappointments in the 'bonkers bargains' category.
They conclude with advice on portfolio composition and a note on the challenging market environment due to impending tax changes and budget announcements.
Timestamps:
00:27 Market Frustrations and Bonkers Bargains
01:17 Defining Bonkers Bargains
03:05 Success Stories: Time Finance
06:54 Construction Materials Sector & Alumasc
09:10 New Additions to the Bonkers Bargains List
12:01 Portfolio Strategy and Diversification
15:00 Bonkers Bargain XP Power
21:20 Concluding Thoughts
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Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.