Stephen English keynote presentation at Mello London May 19: Swiss army knife investing

This video can be seen at: https://www.piworld.co.uk/2019/10/29/stephen-english-keynote-presentation-at-mello-london-may-19-swiss-army-knife-investing/

 

Stephen shares his investing wisdom, in his engaging and entertaining style. Highly recommended.

Retail Life Cycle – 01:14
Domino’s Pizza – 02:40
Shoe Zone - 06:19
Buy and build strategy - 12:02
Restore - 20:37
Earnings accretive can value destruct – 25:58
Gartners hype cycle - 27:27
Vertu Motors: forward PE de-rating - 30:23
Rumsfeldian investing – unknowns can be profitable - 31:48
KPI’s – 34:56
For the traders: charts - 35:37
Formula for success - 37:05

About Stephen English BA(Hons), CFA Chartered FCSI Investment Director – Head of AIM stocks, Blankstone Sington Stephen joined Blankston Sington in 2002 and works as an analyst generating research and investment recommendations across large and mid-cap companies as well as collective investment funds. Stephen is also responsible for selecting stocks in the Inheritance Tax Portfolio, comprised of AIM listed companies, which has been successfully managed since its inception in 2010. Stephen is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. https://www.blankstonesington.co.uk/