After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfolio and questions sent in by listeners. From his thoughts on his biggest holding M&G (MNG) to Cerillion (CER) CEO Louis Hall’s decision to sell a chunk of his holding, Lord Lee shares his invaluable knowledge acquired through his half-century career in investing.
As usual, the episode wraps up with an update on Lord Lee’s portfolio, with the latest buys and sells, including one of Simon Thompson’s 2025 Bargain Shares.
Timestamps
00:13 Introduction
00:51 Lord Lee’s take on the market
2:54 The government’s growth agenda
4:58 M&G
9:36 PZ Cussons
13:04 Treatt
15:32 Listen question on Cerillion
18:02 Braemar’s decision to cut its dividend
20:58 Reduction in Supermarket Income Reit
22:48 Two new positions
28:19 Updates from Lord Lee’s long-term holdings
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Hosted on Acast. See acast.com/privacy for more information.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
CrimeLess: Hillbilly Heist
It’s 1996 in rural North Carolina, and an oddball crew makes history when they pull off America’s third largest cash heist. But it’s all downhill from there. Join host Johnny Knoxville as he unspools a wild and woolly tale about a group of regular ‘ol folks who risked it all for a chance at a better life. CrimeLess: Hillbilly Heist answers the question: what would you do with 17.3 million dollars? The answer includes diamond rings, mansions, velvet Elvis paintings, plus a run for the border, murder-for-hire-plots, and FBI busts.