In this episode, the hosts provide a comprehensive overview of the performance of the Ultimate Stocks Portfolio, and standout companies. Chris reflects on the portfolio's performance in 2024, and delves into the influence of AI on investments, and address significant changes on the horizon for the AIM market and London Stock Exchange.

The episode also explores lessons learned from past investments and highlights opportunities for 2025.

Timestamps:

00:56 Reflecting on 2024: Ultimate Stocks Portfolio Performance

03:22 Investments: Hits and Misses

08:37 Challenges and Opportunities for the London Stock Exchange

09:33 The Future of AIM and Pension Awareness

18:02 Looking Ahead to 2025:

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

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.

In this episode of the Investors Champion Podcast, Chris and Lee discuss key topics affecting UK investors, including company management remuneration misalignment, highlighted through case studies on Plexus and Manolete Partners.

They delve into peculiar market investments, such as a banana taped to a wall sold for over $6 million, and assess significant market movers like Games Workshop, Sage, and Jet2. Additionally, they analyse the potential impacts of regulatory actions on Alphabet and chat about unique investment opportunities and risks in smaller companies like Michelmersh Brick Holdings.

Timestamps:

00:36 Case Study: Plexus and Management Remuneration

03:45 Case Study: Manolete and Shareholder Misalignment

06:04 Crazy Investments: The $6.2 Million Banana

07:46 Bitcoin and the Cryptocurrency Craze

08:17 DOJ vs. Google: Potential Breakup of Alphabet

12:40 UK Success Stories: Games Workshop and Sage

19:12 Small Caps Spotlight: Jet2 and Michelmersh Brick Holdings

23:38 Conclusion

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

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.

In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss the recent UK budget's implications on the AIM market and inheritance tax relief for business shares.

They compare the growth potential between AIM shares and large technology stocks like Alphabet and Garmin, and the importance of the London Stock Exchange and AIM companies in promoting themselves.

The episode also features responses to listener questions about the budget's impact on private pensions and dividends. Touching upon the debate over dividend payments versus reinvestment in company growth.

Timestamps:

0:53 Impact of the Budget on AIM Market

04:23 Comparing AIM to Global Markets

09:54 Listener Questions and Final Thoughts

13:48 Conclusion and Next Week's Preview

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

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.