Talking Research
Claim This Podcastby Walter Scott & Partners
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Podcast Overview
<p>We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. We undertake in-depth research to find growth companies that have the ability to consistently compound wealth over the long term.<br><br>Our team analyses and debates every investment idea with discipline and rigour. We believe that a team approach ensures better investment decisions.<br><br>Key to our success is the consistent implementation of our tried-and-tested investment philosophy by an experienced, motivated and collaborative team.<br><br>Find out more at https://www.walterscott.com/<br><br>Our podcast episodes are intended for institutional investors and consultants only.</p>
Language
🇺🇲
Publishing Since
5/23/2023
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Recent Episodes
April 21, 2026
Digging Deeper: How Lonza became the most important healthcare company you’ve never heard of
Lonza sits at the nexus of two of the most powerful long-term trends in global healthcare: outsourced drug production and the rise of biologic therapies. In this episode of Digging Deeper, Murdo MacLean sits down with investment manager Tom Miedema to explore the critical role this little-known Swiss group plays in advanced drug manufacturing. Together, they examine the foundations of Lonza’s competitive advantage, the resilience of its market leadership, and the potential for AI‑driven...
March 16, 2026
Why quality still matters
This podcast was recorded on 27 February 2026, prior to recent events in the Middle East. Markets are currently shaped by concentration and powerful narratives, with share prices often drifting far from underlying fundamentals. In this episode of Talking Research, Francis Sempill is joined by Roy Leckie and Alan Edington to discuss portfolio performance and whether investors risk overlooking many high‑quality businesses. They also explore how the team is navigating AI‑related volatility and e...
December 12, 2025
The AI gold rush: infrastructure, chips and the race to scale
What does AI look like on the ground in California? Fresh from a week on the US West Coast, Investment Manager Tom Miedema shares what he heard in boardrooms and labs – from data centre build‑outs and custom chips to the realities of software adoption and monetisation. This episode cuts through the hype to explore who is likely to win, where supply chains are straining, and why some AI milestones may be further away than headlines suggest. Higher margin, lower risk – why we like/there’s...
18 total episodes available
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Frequently asked questions
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- What is Talking Research?
<p>We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. We undertake in-depth research to find growth companies that have the ability to consistently compound wealth over the long term.<br><br>Our team analyses and debates every investment idea with discipline and rigour. We believe that a team approach ensures better investment decisions.<br><br>Key to our success is the consistent implementation of our tried-and-tested investment philosophy by an experienced, motivated and collaborative team.<br><br>Find out more at https://www.walterscott.com/<br><br>Our podcast episodes are intended for institutional investors and consultants only.</p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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