Show Notes
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► Timestamps:
0:00 INTRO & OUR WEEKS 2:48 NIALL INTRO 11:58 NIALLS FAVE SUBSTACKS 16:37 INVESTING STYLE 23:17 WHEN DOES VALUATION TRUMP UNDERSTANDING 28:31 PORTFOLIO & CYCLES 43:47 SAINSBURY & UK HOUSEBUILDERS 56:26 ANGLO AMERICAN 1:03:07 DEERE 1:15:24 QUICKFIRE ROUND
► Show Notes:
Who’s living in denial? Find out on this week’s PlayingFTSE Show!
We have an interview lined up for this week – it’s Niall from the ShowMeTheValue Substack. He also posts on Trading212 as ‘Anathema’ so check him out over there! In an hour and a half, we covered a lot. This included what the best Substacks are (besides ours), a breakdown of Niall’s portfolio, and what’s wrong with Berkshire Hathaway.
The time flew by for us and hopefully it will for you, too. Be sure to check out Niall’s Substack at http://www.showmethevalue.substack.com
Only on this week’s PlayingFTSE Podcast!
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