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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jruss88 and Vox Markets Podcast द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री jruss88 and Vox Markets Podcast या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Player FM - पॉडकास्ट ऐप
Player FM ऐप के साथ ऑफ़लाइन जाएं!
Player FM ऐप के साथ ऑफ़लाइन जाएं!
1865: Private Investor’s Diary: building a ‘sleep soundly’ portfolio
MP3•एपिसोड होम
Manage episode 414572771 series 2936804
jruss88 and Vox Markets Podcast द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री jruss88 and Vox Markets Podcast या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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.
1902 एपिसोडस
MP3•एपिसोड होम
Manage episode 414572771 series 2936804
jruss88 and Vox Markets Podcast द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री jruss88 and Vox Markets Podcast या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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.
1902 एपिसोडस
सभी एपिसोड
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