Join private investors Mark Simpson, Bruce Packard, Roland Head and Maynard Paton as they discuss their shares, portfolios and the markets in a mix of healthy debates, lively conversations and in-depth discussions. And submit your questions for the hosts to answer!
Maynard Paton has been stock-picking for 25-plus years and is a well-known private investor within the UK small- cap community. Significant influences on Maynard's investing style are the strategies of Warren Buffett, Peter Lynch and Jim Slater.
Roland Head has worked full-time as a freelance investment writer and equities analyst since 2012. Roland holds the CFA UK Investment Management Certificate (IMC) and has passed the CFA Level 1 exam.
Mark Simpson has been investing in individual stocks since 2003. Over the last decade, Mark has generated a 19% compound annual return following a Value methodology vs an FTSE All-Share Total Return Index that has returned less than 8% over the same period.
Bruce Packard is a Financial Analyst and a former equity research analyst who worked in the city specialising in the financial sector. He started his career at Credit Suisse followed by various other banks and stockbroking firms (Pali, Evolution, Seymour Pierce) before leaving so that he had more freedom to analyse and invest in companies for his own portfolio.
VTP005 Inflation Figures, UK Small-Caps News, Commodity Producers & Value vs. Quality
Bruce Packard and Mark Simpson discuss two of our most recent additions to our portfolios. UK inflation figures and whether the corresponding market moves are logical or not. We touch on house-builders and building product suppliers. How much investors should pay for quality companies such as Games Workshop?
Other key topics:
Companies discussed include Reach (RCH), Games Workshop (GAW), Anglo-Eastern Plantations (AEP), M.P.Evans (MPE), National World (NWOR) and many more.
A robust debate on how investors should apply their own adjustments to financial figures using REACH as an example.
How do we manage the consistent flow of UK small-cap and wider market news?
Debating the meaning of what a strong balance sheet means.
Value vs. Quality throughout the discussion.
// SUPPORT US //
Join private investors Mark Simpson, Bruce Packard, Roland Head and Maynard Paton as they discuss their shares, portfolios, and the markets in a mix of healthy debates, lively conversations, and in-depth discussions. You can also submit your questions for the hosts to answer on The Investors Round Table Podcast.
The link to join the podcast subscription is here: https://bit.ly/447Mdw2
Timestamps:
3:00 Discussing how Bruce and Mark manage the consistent news flow.
6:00 Discussing UK inflation figures and whether the corresponding market moves are logical or not.
8:40: Discussing house builders and building product suppliers.
10:10 Discussing what a strong balance sheet is.
18:15 Discussing how much investors should pay for quality companies such as Games Workshop.
22:45 Discussing Bruce’s recent purchase of M.P. Evans (MPE), modelling, and other commodity producers.
29:15 Discussing pension liabilities, and financial adjustments using Reach (RCH) as an example.
38:40 Discussing Mark’s recent purchase of National World (NWOR).
42:00 Looking at unpopular corners of the market for value and closing thoughts.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Mark & Bruce Resources.
// LINKS //
Visit and join pipod here: https://bit.ly/447Mdw2
Buy Marks Book Here: http://excellentinvesting.org/
Visit Bruce’s Blog: https://brucepackard.com/
Visit FYR For More Investor Related Podcasts: https://www.fundyourretirement.com/
// Social Links //
Follow Bruce on Twitter: https://twitter.com/bruce_packard
Follow Mark on Twitter: https://twitter.com/DangerCapital
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.
This time on The Investors Round Table Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard discuss asset allocation and the investment potential of Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC).
A healthy four-way debate about the shares they own, their portfolios, and the markets.
//SUPPORT US//
Join private investors Mark Simpson, Bruce Packard, Roland Head and Maynard Paton as they discuss their shares, portfolios, and the markets in a mix of healthy debates, lively conversations and in-depth discussions. And submit your questions for the hosts to answer!
The link to join the podcast subscription is here: https://bit.ly/447Mdw2
Timestamps:
3:50 Why Bruce bought Ocean Wilsons (OCN).
5:30 A four-way discussion about the investment potential of Ocean Wilsons (OCN).
20:05 Why Mayanrd bought Tristel (TSTL).
23:35 A four-way discussion about the investment potential of Tristel (TSTL).
38:30 Why Mark bought Arcontech (ARC).
42:25 A four-way discussion about the investment potential of Arcontech (ARC).
51:05 A four-way discussion about the value of asset-allocation.
Thank you for listening, we hoped you enjoyed the episode.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Maynard, Roland Mark & Bruce Resources:
The link to join the podcast subscription is here: https://bit.ly/447Mdw2
Visit FYR for more investors related podcasts: https://www.fundyourretirement.com/
Follow Maynard on Twitter: https://twitter.com/maynardpaton
Visit Maynard’s Quality UK Investment website here https://maynardpaton.com/
Follow Roland on Twitter: https://twitter.com/rolandhead
Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
Follow Mark on Twitter: https://twitter.com/DangerCapital
Buy Marks Book Here: http://excellentinvesting.org/
Follow Bruce on Twitter: https://twitter.com/bruce_packard
Visit Bruce’s Blog: https://brucepackard.com/
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.
2 Jul 2023
PIP013 Maynard & Roland Analyse IntegraFin, AJ Bell & Hargreaves Lansdown, But Which Is The Best Buy?
This time Maynard Paton and Roland Head discuss the investment potential of investment platforms IntegraFin (IHP), AJ Bell(AJB) and Hargreaves Lansdown (HL), but which one?
IntegraFin (IHP) is an investment platform like Hargreaves Lansdown (HL) and AJ Bell (AJB) but for financial advisers only. IntegraFin was founded in 1999 and is an FTSE 250 company with a co-founder still on the board who is still a significant shareholder.
During this podcast, Maynard and Roland discuss IntegraFin and its reoccurring revenue from management and platform fees comparing them to AJ Bell and Hargreaves Lansdown, who are both looking cheap right now.
// SUPPORT US //
Join private investors Mark Simpson, Bruce Packard, Roland Head and Maynard Paton as they discuss their shares, portfolios and the markets in a mix of healthy debates, lively conversations and in-depth discussions. And submit your questions for the hosts to answer!
The link to join the podcast subscription is here: https://bit.ly/447Mdw2
Timestamps:
0:45 Important announcement about the podcasts hosted by Maynard, Roland, Mark & Bruce.
3:20 What does IntegraFin do and its impressive consistent net inflow of client money.
5:30 Discussing owner management.
6:45 Discussing the valuation and yield.
8:30 Discussing the varying different products on offer.
9:30 Comparing IntegraFin’s client base to AJ Bell
11:15 IntegraFin has a heritage of disruption and being a client champion.
15:30 Comparing the growth of IntegraFin to AJ Bell.
17:45 Discussing IntegraFin’s onshore and offshore bonds.
20:30 Discussing the profit notes in the accounts.
22:00 The top ten companies in this market and how much client money they have.
24:30 Discussing Blackrock who is a 7% shareholder.
27:05 Discussing the 22 billion of client finds that show up in IntegraFin’s accounts.
31:00 Discussing the management of IntegraFin.
35:10 Discussing staff creeping staff costs.
38:00 Discussing room for growth.
39:45 Discussing other growth projects in the pipeline.
41:05 discussing the valuation of IntegraFin.
42:30 Comparing IntegraFin to AJ Bell and Hargreaves Lansdown
45:15 Could these companies become cheaper?
46:15 Closing thoughts and wrap up
Thank you for listening, we hoped you enjoyed the episode.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Maynard, Roland & Podcast Resources:
// LINKS //
Visit our podcast subscription joining page here: https://bit.ly/447Mdw2
IntegraFin website: https://www.integrafin.co.uk/
Visit Maynard’s Quality UK Investment website here https://maynardpaton.com/
Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
Visit Fund Your Retirement: https://www.fundyourretirement.com/
// SOCIAL //
Follow Maynard on Twitter: https://twitter.com/maynardpaton
Follow Roland on Twitter: https://twitter.com/rolandhead
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.
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