Скачать или смотреть The winning Core-Satellite Investment strategy

The topics and stocks mentioned/discussed includes:
The winning Core-Satellite Investment strategy,
#Filtronic / FTC
#SpaceX
#Netcall / NET
#UiPath / PATH
#Transense Technologies / TRT
#Literacy Capital / #BOOK / #PrivateEquity
TT Electronics / TTG
#Volex / VLX
XP POWER / XPP
Centaur #Media / CAU
#Persimmon / PSN
#Takeovers / Good Energy / #Renewi
The Risk Free Rate
Intelligent #Automation / #Robotics
Artificial Intelligence,
FTSE 100 ATH record
Dividends / Dividend Yield / Cash
Balancing size of higher risks investments
Investing
Trading
#Menphys Charity
& more.

#Sharescope https://www.sharescope.co.uk/landing.jsp special discount offer code : TwinPetes
Harriman House https://harriman.house/ sponsors of the TwinPetesInvesting Challenge
Investors' Chronicle https://www.investorschronicle.co.uk/... sponsors of the TwinPetesInvesting Challenge
Henry Voila-Heir's blog https://theethicalentrepreneur.com/
Powder Monkey Brewing Co https://powdermonkeybrewing.com/%C3%8... 10% discount code : TWINPETES

MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 https://www.justgiving.com/page/peter... #JustGiving page here where Peter Higgins & TwinPetesInvesting podcast are fundraising for the children's with disabilities charity, Menphys.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.
PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

You can find our audio Twin Petes Investing #podcasts on numerous platforms (also search for Conkers' Corner) including these:
#AUDIOBOOM https://audioboom.com/channels/493739...
#SPOTIFY https://open.spotify.com/show/2G8k3SU...
#APPLE #iTunes https://podcasts.apple.com/gb/podcast...
#AmazonMusic https://music.amazon.co.uk/podcasts/d...

..........
CHAPTERS
0:00 INTRO
0:23 WELCOME
1:08 FEEDBACK
1:36 TIME SPENT ON EACH TWINPETES INVESTING PODCAST
3:08 PODCAST STRATEGY & GOALS
4:07 CONTACTS, EMAILS, FUTURE GUESTS
5:09 NEW FTSE 100 RECORD ALL TIME HIGH CLOSE
6:10 FTSE 100 9000?
6:42 CORE-SATELLITE INVESTMENT STRATEGY
9:10 UiPATH
9:48 NETCALL / AI / ROBOTICS / SOFTWARE
17:06 SATELLITE HOLDING SIZE
19:17 OUTPERFORM BENCHMARK & RISK FREE RATE
20:25 SCREENING AI IDEAS
20:55 LITERACY CAPITAL / PRIVATE EQUITY
25:34 LITERACY CAPITAL ANNUALISED TOTAL RETURNS
27:14 HIGH YIELD INFRASTRUCTURE INVESTMENT TRUSTS
28:12 INVESTING IN UK BUSINESSES
28:37 COMMUNITY CLOTHING / PATRICK GRANT
30:35 LITERACY CAPITAL POSSIBLE CATALYST
31:06 FILTRONIC / SPACEX / ELON MUSK
37:26 FILTRONIC HISTORY & FUTURE POTENTIAL
40:46 CHILDREN DISABILTITES CHARITY MENPHYS FUNDRAISING APPEAL
43:23 DONATIONS & CHARITY FEEDBACK
47:00 TRANSENSE TECHNOLOGIES
54:20 SATELLITE WEIGHTINGS
55:21 TT ELECTRONICS / VOLEX / XP POWER
1:04:05 CENTAUR MEDIA
1:06:51 Richard Staveley / Rockwood Strategic / Harwood Capital
1:07:50 HENRY'S THOUGHTS WRT CENTAUR MEDIA
1:10:50 RESEARCH IDEAS / PERSIMMON SUCCESS
1:12:36 GOOD ENERGY & RENEWI POTENTIAL TAKEOVERS
1:13:30 THANKS & CONCLUSIONS
1:15:51 OUTRO
..........