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Episode 25 of the Investor’s Champion Podcast

06/07/2024 · ActiveOps (AOM)  · Alphabet (GOOGL)  · Asics (7936)  · Craneware (CRW)  · Google (GOOG)  · James Latham (LTHM)  · Nike (NIKE)  · On Holding (ONON)  · Shoe Zone (SHOE)  · System1 (SYS1) 

AIM AIM Inheritance Tax potential Small Caps Technology UK US

In this episode of the Investors Champion Podcast, Chris and Lee start with a discussion on AI's burgeoning influence on stock markets. This is followed by an insightful look into small-cap companies, including the impressive performances of System1 and the challenges faced by ActiveOps and Shoezone.

The hosts also discuss timeless investment strategies, underscored by the enduring success of timber distributor James Latham. Closing remarks emphasise the importance of staying attuned to market trends and educate investors on identifying future opportunities.

Timestamps:

01:48 Small Caps Spotlight: System1

04:55 AI's influence

07:53 Robinhood's AI acquisition

11:03 The energy demands of AI

13:28 Footwear market trends

15:29 The rise of niche sports shoe brands

16:50 Birkenstock's surprising appeal

17:55 Nike and Asics: a tale of two giants

19:08 Common Sense Investing

20:16 UK Small Cap Space: Shoe Zone's struggles

21:59 Craneware: A data-driven healthcare solution

23:42 Active Ops: Encouragement from the Class of 2021

26:08 James Latham: The timber titan

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice


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