Education83 Videos

A piworld interview – Rosemary Banyard: Launching a fund during COVID19
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44:32

A piworld interview – Rosemary Banyard: Launching a fund during COVID19

Rosemary launched the VT Downing Unique Opportunities Fund on 23rd March 2020, just days from the nadir of the market crash. Here, she discusses launching a fund when there is ‘blood on the streets’. She outlines some of her investing criteria including intrinsic valuation and Return on Equity, with a disregard to PEs. Where she […]
Stockopedia/piworld Virtual StockSlam April 2021 hosted by Damian Cannon
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01:15:14

Stockopedia/piworld Virtual StockSlam April 2021 hosted by Damian Cannon

The second virtual StockSlam hosted by Damian Cannon. Over 1,600 investors joined the event live to hear ten investors present their best stock idea in just three minutes. Bite-sized nuggets to inspire further research. Fast, factual and fun. 00:18 Introduction by Damian Cannon 02:45 Micro Focus International (MCRO) – Damian Cannon 09:53 Tharisa (THS) – […]
piworld interview with Edmund Shing: The Idle Investor
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22:55

piworld interview with Edmund Shing: The Idle Investor

Edmund is CIO at BNP Paribas Wealth management. He talks to us about his approach to investing, which he’s been doing since he was 14 years old. Today, he targets a 20%+ return pa. We learn more about his asset allocation, how he selects investments, some of his top holdings, and his outlook for the […]
Stockopedia/piworld Virtual StockSlam February 2021 with Damian Cannon
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01:10:53

Stockopedia/piworld Virtual StockSlam February 2021 with Damian Cannon

The first virtual StockSlam was hosted by Damian Cannon, following the historical physical events in London. Over 1,350 investors joined the event live to hear 11 esteemed investors presenting their best stock idea in 3 minutes. Bite-sized nuggets to inspire your further research. Superb ideas and highly entertaining. 00:00 Start 00:18 Damian Cannon Introduction 03:35 […]
piworld interview – Charlie Morris: All about bitcoin
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34:42

piworld interview – Charlie Morris: All about bitcoin

Charlie gives us a comprehensive overview of bitcoin. He helps us make sense of the febrile bitcoin market which is experiencing the Elon Musk’s and Michael Saylor’s impact. He outlines the key elements of bitcoins price, namely inflows and outflows; and more broadly talks of transaction speed; regulation; ESG credentials and more. We’re even told […]
Reg Hoare: Investment Trusts – An investing panacea for pandemics update
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24:53

Reg Hoare: Investment Trusts – An investing panacea for pandemics update

Reg’s Investment Trust performance during 2020 played out very positively. Here, Reg follows-up on some of the Investment Trusts he mentioned in his last presentation (given May 2020), he tells us what he top sliced and what he’s bought into, his top pick, and the market outlook. If you didn’t see the original presentation it’s […]
piworld interview: The Signs Were There – Tim Steer & Andy Brough
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36:03

piworld interview: The Signs Were There – Tim Steer & Andy Brough

Tim Steer, Author of The Signs were There, and Andy Brough, Head of the UK & European, Small & Mid Cap team, at Schroders, talk through different elements of Tim’s book. They help us identify some of the red flags in company accounts, including where profits are flattered by either balance sheet assets which should […]
piworld interview: Ben McKeown, Dowgate Capital
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22:43

piworld interview: Ben McKeown, Dowgate Capital

Ben McKeown, CFA, Investment Director at Dowgate Capital, discusses how he manages money at Dowgate. We learn some of their investing criteria, and where he sees their current opportunities. Ben tells us that Dowgate Capital’s wealth management division is a younger, more dynamic wealth manager, where they aspire to generate returns of 20% a year, […]
piworld interview: Andrew Hollingworth – Reflections on 2020
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36:33

piworld interview: Andrew Hollingworth – Reflections on 2020

Andrew Hollingworth, Founder, HollAnd Advisors, discusses his investment approach and running a fund during CV19: what went well and badly, and opportunities for 2021. We get a real sense of some of the aspects of fund management. Andrew’s background & HollAnd Advisors – 00:31 How’s the fund performed since it’s inception? – 4:57 Growth v […]
piworld 2020 round up interview: Mark Slater
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12:57

piworld 2020 round up interview: Mark Slater

Mark Slater, Chairman & CIO, Slater Investments, looks back at 2020. Codemasters (CDM) played out very well, as anticipated. The learnings repeated: in a crisis, don’t panic and take advantage of it; aggressively. Finally, Mark gives us his expectations for the UK markets in 2021, which he feels are attractive. What’s the fund’s ytd performance? […]