Playing FTSE

Meet Charlie Huggins -- Quality Shares from a Quality Investor

Playing FTSE

Show Notes

***CHECK OUT CHARLIE'S SUBSTACK*** https://charliehuggins.substack.com/ (Comment below -- we have three free 30-day trials to offer our listeners).

This week on the PlayingFTSE Show, a change from your regularly scheduled podcast. It’s an interview with Charlie Huggins – a former professional fund manager!

After a career managing growth-focused portfolios, Charlie now runs the Fiercely Independent Investor substack. And he’s here to talk investing with Steve W.

People talk about quality shares a lot. But most of them either don’t know what they mean by it or don’t mean anything at all.

How does a professional investor think about quality shares? And what can the rest of us look for to find buying opportunities?

Some of the best growth stocks around are serial acquirers. But not everyone can sort the great from the good.

Charlie has made a career figuring these things out. And he’s got some thoughts for Steve W that a lot of our listeners can benefit from.

Software stocks are either great value right now, or a trap – but it’s hard to tell which. Charlie’s written about this and his thoughts are worth hearing.

Steve W’s got his own views as well. But the chance to hear from an investor with professional experience right now might be invaluable.

Charlie Huggins has built a reputation by focusing on only the highest quality stocks. So will any of the names on Steve W’s list make the cut?

A lot of PlayingFTSE favourites are coming up. And we’re zooming in on one in particular.

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 INTRO & OUR WEEKS 3:26 WHO IS CHARLIE HUGGINS 15:57 WHAT DOES QUALITY MEAN 31:00 SERIAL ACQUIRERS 42:53 AI EATING SOFTWARE 58:59 HUGGINS OR HUGGOUT

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

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