Media Appearances

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Twin Pete’s Investing Podcast

In April 2022, I had the honor of appearing as a guest on the 73rd episode of the esteemed podcast for retail investors – the Twin Pete’s Investing Podcast. At that time, the podcast was under the expert guidance of two illustrious retail investors: Peter Higgins, known as “@conkers3” on X.com, and his counterpart, referred to in the investing community as “WheelieDealer” on X.com.

The show offers a comprehensive exploration of various investing subjects, encompassing market analysis, psychological insights, portfolio management, and individual company evaluations. My original guest appearance is available below:

Episode 73

One year later to my initial appearance, I was invited to return and join the show as a permanent co-host for episode 102. I now share the spotlight with Peter Higgins on each episdode, all of which are archived and can be accessed through YouTube, Soundcloud, Audioboom, and Google Podcasts.

Beyond our regular discourse on investing and market affairs, the podcast also serves as a platform for philanthropic endeavors. In 2024, we are supporting CentrePoint, the United Kingdom’s leading charity dedicated to combating homelessness. Should you wish to contribute, please find the link below for donations—each contribution is received with heartfelt appreciation:

CENTREPOINT CHARITY FUNDRAISE

Episode List

Each episode of our podcast is conducted in a relaxed manner —entirely unscripted and spontaneous. Peter and I convene for these discussions on alternate Wednesday evenings, with the finished episodes gracing the airwaves on the following Friday. Broadcasts aren’t fixed in length and encompass our thoughts on matters of investing markets, contemporary events, specific share analyses, and the various challenges encountered by private investors.

The table to the right chronicles each episode since my appointment as a permanent co-host. It includes a succinct overview of the companies and subjects we have explored. To access an episode directly, simply click the episode number in the first column of the table, which will direct you to the corresponding episode on YouTube.

Episode NumberTopics & Shares Discussed
Episode 131UK Shares
Breedon Group, Drax Group, Clean Power Hydrogen, Eurasia Mining, HydrogenOne Capital Growth, Smith & Nephew, Michelmersh Brick Holdings, MJ Gleeson, Ocean Wilson Holdings, Severfield, Spirax Group, The Renewables Infrastructure Group, Tyman,

Additional Topics
Housebuilding Sector, Infrastructure Sector, Healthcare Sector, Renewable Energy, TwinPetesInvesting June Challenge Winner, UK Election
Episode 130UK Shares
Allergy Therapeutics, Convatec, Diaceutics, Ibstock, IG Design Group, Oxford BioDynamics, SDI Group, Pennant International, YouGov, Wynnstay Group

Global Shares
Guzman y Gomez, Tortilla Mexican Grill

Additional Topics
SPECIAL GUEST – Martin Flitton (@private_punter)

Centrepoint Charity Fundraise, Lifesciences Sector, Smallcap Winners, Portfolio Management, Quality Research
Episode 129UK Shares
Belluscura, Eagle Eye Solutions, Jupiter Asset Management, Kodal Minerals, Liontrust Asset Management, National Grid, Prospex Energy, Tertiary Minerals

Additional Topics
Citywire Elite Companies, Dividend Investing, Twin Petes Investing Challenge May
Episode 128UK Shares

Anglo American, BHP, Foresight Sustainable Forestry, H&T Group, Hargreaves Lansdown, International Distribution Services, Royal Mail Next 15 Group, Watches of Switzerland Group

US Shares
Chevron, ConocoPhilips, Riskified

Topics Discussed
SPECIAL GUEST – Andy (@FlyingFinance)

Energy Sector, Gold Investing, The Magnificent Seven
Episode 127UK Shares
Anglo American, Barclays, Britvic, Burford Capital, Capstone Copper, Emmerson, Experian, Geiger Counter, Hargreaves Lansdown, International Distribution Services, IQGEO, Natwest Group, Phoenix Copper, Wood Group,

US Shares
Apple, Nvidia

Topics Discussed
EBITDA/C, Screening, Social Media Scams, Warren Buffett
Episode 126UK Shares
3i Infrastructure, Anglo American, Bodycote, Darktrace, Digital 9 Infrastructure Trust, Drax, Hargeaves Lansdown, Integrated Diagnostic Holdings, Team Internet Group

US Shares
eBay, Tesla, Verisign

Topics Discussed
Income Investing, Value Investing, UK Takeovers
Episode 125UK Shares
Ashtead Technology, International Distribution Services, Frontier Development, Man Group, Speedy Hire, Warpaint London

Topics Discussed
Technical Analysis, Total Return Compounding
Episode 124UK Shares
Braemar, British American Tobacco, Greencore, Helium1 Global, Kainos, McBride, Zephyr Energy

US Shares
Meta, Tesla, Unity Software

Topics Discussed
Artificial Intelligence, Dividend Investing
Episode 123UK Shares
GSK, Haleon, MoneySupermarket, Mortgage Advice Bureau, Reckitt Benckiser, Rolls Royce, Unilever

International Shares
Inditex Group, Macerich, Renault, Thor Industries, TractorSupply Co.

Additional Topics
GUEST STAR – Algy Hall from Citywire Elite Companies
Episode 122UK Shares
AG Barr, Bank of Georgia, Currys, Coats, Greggs, ITV, Lloyds Bank, Marks & Spencer, Natwest Bank, Renishaw, Smith & Nephew, Spirent Communications, TBC Bank Group, Victrex

Additional Topics
The Great British ISA
Episode 121UK Shares
4imprint, Bloomsbury Publishing, GSK, Whitbread

International Shares
Newmark Security, Palo Alto Networks, PUMA SE

Additional Topics
Centrepoint Charity Fundraise
Episode 120UK Shares
Bakkavor Group, BP, Diageo Shaftesbury Capital, JET2,

International Shares
NXP Semiconductors

Additional Topics
Centrepoint Charity Fundraise
Episode 119UK Shares
Bridgepoint Group, Computacenter, H&T, SDI Group Systems1 Group, Watches of Switzerland Group

International Shares
AGCO Corp

Additional Topics
Centrepoint Charity Fundraise
Episode 118UK Shares
Argo Blockchain, Breedon, Embecta, Ferguson, Greggs, Safran, Persimmon, Upland Resources


International Shares
Applied Materials, Pandora, Lunglife AI


Episode 117UK Shares
Atlantic Lithium, Avacta, Beazley, Central Asia Metals, City of London, CREO Medical, Destiny Pharma, Good Energy, Greggs, Insig AI, RHI Magnesita, Persimmon, Pollen Street Capital, Taylor Wimpey, Team Internet Group, TP ICAP, Warehouse REIT

US Shares
Cisco

Additional Topics
Twin Pete’s Investing Challenge 2023
Episode 116UK Shares
Bidstack, Eurocell, Empire Metals, Experian, Franchise Brands, Impellam, Reckitt Benckiser, Phoenix Copper, Smartspace Software

US Shares
Fortinet

Additional Topics
Pandora A/S
Episode 115UK Shares
Creo Medical, Digital 9 Infrastructure Trust, DX Group, Ethernity Networks, Frontier Developments, Hotel Chocolate, Intertek, Journeo

US Shares
Autodesk

Additional Topics
2024 Competition, Charlie Munger, Movember/Men’s Health
Episode 114UK Shares
Anpario, Avacta Group, Cordel, Ethernity Networks, Experian, Fevertree, Mitchell & Butlers, Pendragon, Tirupati Graphite, Tracsis

US Shares
George Risk Industries, United Microelectronics Corp

Additional Topics
Downing Street Strategic Microcap fund closure
Episode 113UK Shares
Ascential, CAB Payments, Equals, FireAngel, GlobalData, Rightmove, Smoove, Sopheon, Spirent, Strix

US Shares
Floor & Decor Holdings, Old Republic International

Additional Topics
Men’s Health, Movember
Episode 112UK Shares
Bloomsbury, Barratt Developments, Bellway, Corero Security Network, CVS Group, Keyword Studios, Oxford Biodynamics, Keller Group, Kin & Carta, Persimmon

US Shares
Amazon, Danaos Corporation, Disney, Netflix

Additional Topics
Gaming sector, streaming & media services, September competition winner, UK market takeovers
Episode 111UK Shares
Biopharma Credit, Boohoo Group, GB Group, Horizonte Minerals, Oxford Biodynamics, Renewi, Strix, Tracsis, Pendragon, XP Power

US Shares
Cogent Communication Holdings

Additional Topics
AIM weakness, Cybersecurity, High Speed 2, India markets, UK Infrastructure
Episode 110UK Shares
Brandshield Systems, BP Marsh, Croda, Dunelm, Elementis, Finsbury Food, Strix, RHI Magnesita, Pendragon

US Shares
Ford, Veeva Systems

Additional Topics
Arbitrage, electric vehicles, interest rates, private equity, inflation, UK delistings
Episode 109

with special guest Roger Green
UK Shares
Bidstack, Ergomed, Empiric Student Property, Foresight Group, Gama Communications, Grainger, Hvivo, Insig-AI, Instem, Mears, Orchard Funding Group, Optibiotix, Osirium Technologies, PRS REIT, Spectra Systems, Unilever, Unite Group

US Shares
Teradyne

Additional Topics
Book recommendations, cost of living crisis, inflation, July competition winner, August competition winner
Episode 108UK Shares
Bango, Crest Nicholson, Fulcrum Utilities, Glantus Holdings, Microlise, Surface Transforms

US Shares
Chipotle Mexican Grill, Medpace Holdings, NVidia

Additional Topics
ARM IPO, Blue Whale Growth fund, corporate bonds, Fundsmith Equity fund, gilts, regular savings and investments, Sheffield United football club, Slater Growth fund
Episode 107UK Shares
4imprint, Avingtrans, CAB Payments, Hargreaves Lansdown, SDI Group, Shoe Zone, WANdisco

US Shares
Amazon, Apple, Factset Research Systems, Intel, Mattel, Palantir Technologies, Samsung Technologies

Additional Topics
Cornish Lithium, investing platforms, mergers and acquisitions, risk tolerance
Episode 106UK Shares
Games Workshop, Kier, S4 Capital, Portmeirion, Rentokil Initial, Rollins, Rolls Royce

US Shares
Accenture, Apple, Gingko Bioworks

Additional Topics
Advertising spend, investment trust and listed fund discounts, investing psychology, home bias, book recommendation
Episode 105UK Shares
Barclays, Boohoo, CAB Payments, Centrica, Coral Products, DWF Group, Eqtec, Future, Hvivo, Predator Oil & Gas Sanderson Design Group, STM Group, THG, Vodafone

US Shares
Activision Blizzard, Broadcom, Microsoft, NASDAQ, NVidia, UIPath

Additional Topics
CPI inflation data, June competition winner, book recommendation, hunting for pension investments
Episode 104UK Shares
Active Energy Group, Convatec, Cornerstone FS, Devolver Digital, Frontier Developments, ITV, Mast Energy, Softcat, Team17, Venture Life Group

US Shares
Gravity

Additional Topics
May competition winner, book recommendation, debt levels, Japanese market
Episode 103UK Shares
Alfa Financial Software, Hilton Foods, Grafton, NCC Group, M&C Saatchi, Michelmersh Brick Holdings, Robert Walters, RWS, Tyman, WE Soda,

US Shares
Apple, Amazon, Fidelity National Information Services

Additional Topics
ETF investing, mergers & acquisitions, US vs. UK valuations
Episode 102UK Shares
Begbies Traynor, Calnex, Digital 9 Infrastructure Trust, DWF Group, DotDigital, Eleco, Gateley, Keyword Studios, Premier Miton, S4 Capital, Tremor International, WE Soda

US Shares
ASML Holdings, Microsoft, Nvidia

Additional Topics
Book recommendation, ETF investing semiconductor manufacturing, US debt ceiling

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