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Episode 19 of the Investor’s Champion Podcast

26/05/2024 · Bloomsbury Publishing PLC (BMY)  · IXICO PLC (IXI)  · Marks & Spencer (MKS)  · Mitchells & Butler (MAB)  · Naked Wines (WINE)  · Nvidia (NVDA)  · XP Power (XPP)  · Young & Co. (YNGA) 

UK US

In this episode of the Investors Champion Podcast, hosts Lee and Chris discuss the latest stock market news, including their thoughts on the potential impact of the General Election on the UK stock market.

Companies covered include the resurgent Marks & Spencer and the potential and obstacles for other consumer facing stocks like Naked Wines and Mitchells & Butlers. The episode also highlights major international topics such as Nvidia's dominance and its significance for stock markets. Additionally, the episode features discussions on intriguing Bonkers Bargain opportunities XP Power and IXICO. The podcast concludes with an analysis of Bloomsbury Publishing's latest financial performance and considerations for its future prospects.

Timestamps:

01:05 Diving into today's hot topics: House Prices, Elections, and More

01:32 Celebrating a Legal Victory for Stonking Small Cap PCIPal

03:32 UK House Prices Surge: A Sign of Economic Health?

04:05 Impact of the General Election on the Stock Market

05:54 NVIDIA: Dominating the AI Revolution

09:51 Back to the UK: Retail Sector Insights

13:31 Evaluating Brand Value in the Hospitality Sector

14:10 Young & Co's Brewery

15:52 The Quirks of Share Voting Rights and Market Dynamics

17:27 Naked Wines: analysing the Risks of an Online-Only Business Model

21:09 XP Power's Takeover Offer

24:00 Emerging Opportunities in Neuroscience: IXICO's Potential

25:02 The Video Gaming Industry: Keyword Studios' Takeover Approach

28:04 Bloomsbury Publishing: Navigating the Volatility of Blockbuster Titles

Podcast Platform Links:

Spotify: https://open.spotify.com/show/3seyNBmXa9Cv7k4yC9FMYT

Apple: https://podcasts.apple.com/us/podcast/investors-champion-podcast/id1725567487

Amazon Music: https://music.amazon.co.uk/podcasts/31cc6259-f400-414f-8bad-c0e31a03385e/investor's-champion-podcast


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