Media Appearances

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Twin Pete’s Investing Podcast

In April 2022, I was invited to guest star on the 73rd episode of the Twin Pete’s Investing Podcast. At the time, the podcast was hosted by two well-known retail investors, Peter Higgins, known as “@conkers3” on X.com, and the second Pete, more commonly known as “WheelieDealer” on X.com.

The show covers a wide range of investing topics including commentary on markets, psychology, portfolio management and individual companies and my original guest appearance can be found below:

Episode 73

One year later, I was invited back onto the show to record episode 102 as a permanent co-host alongside Peter Higgins and Alex de Groote, a well-known City analyst. These episodes are now logged here and can also be found through YouTubeSoundcloudAudioboom, and Google Podcasts.

In addition to our regular topics of investing and market events, the podcast is also used as a platform to raise money for a charity of the year. In 2023, we have selected Menphys, a Leicestershire-based charity which supports children and young people with disabilities. All donations are gratefully received at:

https://justgiving.com/fundraising/twinpeteschallenge23%E2%8F%AA

Episode List

Each episode of the podcast is entirely unscripted. Peter, Alex and I usually record these on alternate Wednesday evenings, publishing them on the following Friday. The episodes are around an hour in length and cover our thoughts on investing markets, current affairs, individual share commentary, and the trials and tribulations of life as private investors.

The table below sets out each episode since I joined as a permanent co-host on the show, along with a brief overview of the companies and topics we discussed. To view the episode directly from this page, you can click the episode number in the first column on the corresponding row of the table which will take you to that episode on YouTube.

 
Episode NumberTopics & Shares Discussed
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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