The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Kandungan disediakan oleh jruss88 and Vox Markets Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh jruss88 and Vox Markets Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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1865: Private Investor’s Diary: building a ‘sleep soundly’ portfolio
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Manage episode 414572771 series 2936804
Kandungan disediakan oleh jruss88 and Vox Markets Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh jruss88 and Vox Markets Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Top private investor John Rosier returns to Vox Markets to talk us through how he’s responded to a tough 2023 by returning to the quality approach that’s delivered 12% annualised returns since he began reporting on his portfolios via his website https://www.jicuk.com/ a decade ago.
0:36 How overexposure to commodities hit performance in 2023
4:21 The improving performance since October, and signs of life in the UK market
7:21 Increasing overseas exposure via funds and trusts, and taking advantage of wide discounts to NAV
11:49 Improving the quality of the portfolio, via new holdings including such as Jet2 and 4imprint
14:28 Why John’s adopted lessons from the Nick Sleep Nomad fund ‘scalable economies shared’ approach
18:36 Why room for expansion means Greggs shares are attractive at their current valuation.
21:38 Why John’s introduced Luceco, Wilmington, and Gamma Communications.
24:44 How Hvivo is a great example of the ‘scalable economies shared’ approach.
27:35 How John introduces and scales new positions in the portfolio.
0:36 How overexposure to commodities hit performance in 2023
4:21 The improving performance since October, and signs of life in the UK market
7:21 Increasing overseas exposure via funds and trusts, and taking advantage of wide discounts to NAV
11:49 Improving the quality of the portfolio, via new holdings including such as Jet2 and 4imprint
14:28 Why John’s adopted lessons from the Nick Sleep Nomad fund ‘scalable economies shared’ approach
18:36 Why room for expansion means Greggs shares are attractive at their current valuation.
21:38 Why John’s introduced Luceco, Wilmington, and Gamma Communications.
24:44 How Hvivo is a great example of the ‘scalable economies shared’ approach.
27:35 How John introduces and scales new positions in the portfolio.
1919 episod
MP3•Laman utama episod
Manage episode 414572771 series 2936804
Kandungan disediakan oleh jruss88 and Vox Markets Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh jruss88 and Vox Markets Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Top private investor John Rosier returns to Vox Markets to talk us through how he’s responded to a tough 2023 by returning to the quality approach that’s delivered 12% annualised returns since he began reporting on his portfolios via his website https://www.jicuk.com/ a decade ago.
0:36 How overexposure to commodities hit performance in 2023
4:21 The improving performance since October, and signs of life in the UK market
7:21 Increasing overseas exposure via funds and trusts, and taking advantage of wide discounts to NAV
11:49 Improving the quality of the portfolio, via new holdings including such as Jet2 and 4imprint
14:28 Why John’s adopted lessons from the Nick Sleep Nomad fund ‘scalable economies shared’ approach
18:36 Why room for expansion means Greggs shares are attractive at their current valuation.
21:38 Why John’s introduced Luceco, Wilmington, and Gamma Communications.
24:44 How Hvivo is a great example of the ‘scalable economies shared’ approach.
27:35 How John introduces and scales new positions in the portfolio.
0:36 How overexposure to commodities hit performance in 2023
4:21 The improving performance since October, and signs of life in the UK market
7:21 Increasing overseas exposure via funds and trusts, and taking advantage of wide discounts to NAV
11:49 Improving the quality of the portfolio, via new holdings including such as Jet2 and 4imprint
14:28 Why John’s adopted lessons from the Nick Sleep Nomad fund ‘scalable economies shared’ approach
18:36 Why room for expansion means Greggs shares are attractive at their current valuation.
21:38 Why John’s introduced Luceco, Wilmington, and Gamma Communications.
24:44 How Hvivo is a great example of the ‘scalable economies shared’ approach.
27:35 How John introduces and scales new positions in the portfolio.
1919 episod
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