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Ben Sharman πΊπ¦π΅πΈ
@BenSharman
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@DonaldPond6 I wonder what they will now do with their other holdings now they have lost the votes? With #GCL the discount has narrowed substantially - JPMorgan also added to 6.6% in Jan and AVI too but isn't there a continuation vote coming up? Not sure what SABA are up to here..
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@vertumotorsCEO Thanks for the reply. I understand that, but surely the board knew the details of trading the day before & could issue a 7am RNS or was it a surprise and had to be issued during the day?
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@IanShadrack Annoying it is not available on HL. shame. Anything similar which is? Good video!
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@unexplainedpod I have listened to your wonderfully atmospheric podcasts since the beginning. Please remove the adverts as it is ruining the experience. There are so many and completely remove the tension and are very jarring!
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@CapitalPmh @VOXmarkets @harwoodcapital Hi Paul. Will watch tomorrow. I'd really like you to cover Facilities by AD, Capita, STV Group and Pennant (all of which he holds in the trust) ! thanks
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@CapitalPmh Hi Paul. Any plans to interview Stuart Widdowson of Odyssean in the near future. I see they have a Q4 presentation on their website. Thanks!
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@IanShadrack I am looking for something like L&G 100 but with not so much exposure to US tech/US - More diverse globally but with an excellent record. Brunner maybe? Thoughts anyone?
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@SharePickers I get it & enjoy your podcast however every day you spend most of it slagging off Rachel Reeves, which has become negative and boring! Bond yields have risen across the world, so not just a UK centric issue. I get the criticism of RR but you are sounding like a broken record now!
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@AdamBlackmore We just do not have the players to play like this in the PL and RM should have realised that by now and adapted. How many mistakes leading to sloppy goals at the back does it take? Don't think any manager could keep us up with this squad, so we might as well keep RM.
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@karenwi17092279 I have a lot of REITs, Insurers and infrastructure, none of which have recovered in the way i thought they would when interest rates are decreased. stuff like SUPR, MNG, HICL, SEQI, GCP, L&G etc.
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@karenwi17092279 thanks Karen. struggling in the current market as everything seems to be going down in price and up in value.. Also worried that the US is overrated and a crash there will impact global stocks. How are you managing through the uncertainty?
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@CapitalPmh Thanks for posting Paul. Any thoughts on the CML statement today - doesn't change your investment thesis I expect. Cheers.
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@SharePickers they have been banging on about being pro growth so withdrawing IHT on AIM and causing a market crash surely wouldn't be helpful to them and their pro growth credentials. What do you think?
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