Sharesify

Sharesify
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Sharesify is a retail investor podcast aimed at making investing easier for everyone.

  1. 13H AGO

    In today's podcast the guys talk markets, oil, TACO, M&A, Shell's guidance cut and other news.

    In today’s Podcast, the Sharesify team discuss another crazy week for stocks after the US and Iran agreed a ceasefire. Is this the biggest TACO in history? Appraently not, Ian reckons. With the FTSE 100 up over 2% and European markets up 3% to 4%, it’s a banner day for stocks. In the US, index futures are pointing to gains of 2% to 3% for the S&P 500 and Nasdaq, says Steve. James talks us through why results at car dealer Motorpoint (MOTR) were better than expected. Also, why Bill Ackman’s Pershing Square (PSH) is pushing the boat out with a bid for Universal Music, and there’s more biotech M&A news. Speaking of M&A, Steve laments the potential sale of FTSE 250 tech name Gamma Communications (GAMA) to an as-yet unnamed suitor. And Ian reveals aerospace and defence stock Senior (SNR) is also in the departure lounge despite Advent International pulling out of the bidding. The chaps also run through Shell’s (SHEL) cut to Q1 earnings guidance and what it might mean for the full-year results. Lastly, there’s a positive surprise from car finance lender Close Brothers (CBG) which has sent the shares skyward today. How to get involved If you want us to discuss other topics, feel free to email us your thoughts and suggestions at editorial@sharesify.com. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel. You can also follow us on X, Bluesky, Facebook or LinkedIn. And if you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest.

    13 min

  2. 6D AGO

    In today’s Podcast: Sharesify team discuss big bounce for S&P 500/Nasdaq and lots more

    In today’s Podcast, the Sharesify team discuss this week’s big bounce for the S&P 500 and Nasdaq and Steven explains why ‘loose cannon’ Donald Trump’s utterances could send indices lower again. James urges investors to stay calm and remain invested despite this turbulence. As the old stock market adage goes, ‘time in the market beats timing the market’. Turning to the week’s corporate news, James explains why the sale of Unilever’s (ULVR) food business to McCormick (MKC) is a Marmite deal in more ways than one. Ian talks about the latest share price leap at affordable computing firm Raspberry Pi (RPI) and picks up on McBride’s (MCB) warning over the impact of the Middle East war on prices and supply. And the chaps preview next week’s updates from energy giant Shell (SHEL) and Corona-to-Modelo Especial maker Constellation Brands (STZ). How to get involved If you want us to discuss other topics, feel free to email us your thoughts and suggestions at editorial@sharesify.com. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel. You can also follow us on X, Bluesky, Facebook or LinkedIn. And if you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

    13 min

  3. MAR 31

    Sharesify podcast, with Laura Foll of Law Debenture

    In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Laura Foll, co-manager of investment trust Law Debenture (LWDB). This trust is a rare breed in the current investment trust space. With a unique operating model that may be partly responsible for the shares trading at a premium to NAV, Laura talks us through this model. Moreover, she explains what she believes its advantages are. 47 years of dividends We then touch on the manager’s thoughts on its ‘Dividend Hero’ status (47 years and counting). Laura explains why she believes that is a big attraction for retail investors. Steve and James talk through current turmoil in global markets as geopolitical events play havoc with stability. They then ask Laura for her thoughts on what Law Debenture can, and is, doing to manage volatility. We also discuss the trust’s rich mix of FTSE 100’s among its top holdings (4 major banks, both oil majors, plus an assortment of energy, engineering and retail companies). This is a remit that allows overseas investment. Additionally, we cover why UK valuations have on-shored Law Debenture capital recently, and views on borrowing to maximise returns. Get involved If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel. You can also follow us on X, Bluesky, Facebook or LinkedIn. And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest.

    14 min

  4. MAR 30

    Sharesify podcast with MIGO Opportunities Trust

    In our latest Sharesify podcast special, James and Ian welcome Charlotte Cuthbertson, co-manager of MIGO Opportunities Trust (MIGO). MIGO is part of the Asset Value Investors (AVI) stable. The trust is unique in that it invests in discount opportunities in other closed-end funds where the managers believe there is a catalyst to unlock value. That gives them the flexibility to invest in any geography or asset class. Charlotte outlines MIGO’s strategy and walks Ian and James through the ways the managers unlock value and make money for shareholders. She discusses the recent changes to MIGO’s investment approach and explains how the UK investment trust landscape has changed in the past 10 years. James and Ian also ask Charlotte where she is currently seeing the biggest discounts in the closed-end market. How to get involved If you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel. You can also follow us on X, Bluesky, Facebook or LinkedIn. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

    13 min

  5. MAR 27

    In today's podcast: Next and THG results, Capita news, REIT M&A and an update on Herald and Saba.

    James and Ian discuss another week of choppy markets, along with positive reastults and market reaction to the latest updates from Next, THG and Capita. There's also an update on the situation at Herald investment trust as it looks to counter activist Saba, news on M&A in the UK commercial property space and a look ahead to results next week from AG Barr, Raspberry Pi and Nike.

    10 min

  6. MAR 26

    Nicola Takada Wood, MD of AVI Japan Opportunity Trust, explains the fund's process and successes.

    In this latest Sharesify podcast special, James and Ian welcome Nicola Takada Wood, managing director of the AVI Japan Opportunity Trust (AJOT). This fund aims to capitalise on Japan’s increased focus on corporate governance, balance sheet efficiency and shareholder returns. Nicola explains how ‘AJOT’ invests in undervalued, cash-rich companies and uses constructive engagement to unlock value. She also explains why the corporate reform story in Japan has still got legs under the country’s new PM. Takada Wood talks us through the benefits of AJOT’s combination with Fidelity Japan Trust. This has created a larger trust with increased capability to take influential positions in companies where there are opportunities to unlock value. Our special guest also enthuses over AJOT’s successful investment in Kurabo Industries (3106), a conglomerate that announced the restructuring of its unprofitable textile business. How to get involved If you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel. You can also follow us on X, Bluesky, Facebook or LinkedIn. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

    17 min

  7. MAR 25

    In today's podcast: JPMorgan Claverhouse, positive Luceco and Volex results and the Goodwin shocker.

    In the latest edition of the Sharesify Podcast, Ian and James discuss why markets remain difficult for investors to navigate due to the ‘tape bombs’ emanating from the White House. While the FTSE 100 has resurfaced above the 10,000 level, the FTSE 250 has been slower to recover. On the earnings front, James addresses the Middle East challenges facing protein powders-to-supplements firm Applied Nutrition (APN) and highlights this week’s fresh £300 million buyback from DIY retailer Kingfisher (KGF). The FTSE 100 retailer’s B&Q and Screwfix chains are on solid foundations but the French market remains a drag. Ian shines the spotlight on insurance-to-workplace benefits business Personal Group (PGH:AIM), which smashed it in 2025 and is sticking to its 2030 targets. Heading in the oppositive direction was Goodwin (GDWN), the family-controlled engineer which plunged on fears it may have to suspend production. Ian reckons many retail holders have moved on and marched their money into fantasy miniatures maker Games Workshop (GAW) instead. Finally, James looks forward to our upcoming Podcast specials with investment trusts AVI Japan Opportunity (AJOT), MIGO Opportunities (MIGO) and Law Debenture (LWDB). How you can get involved If you’d like us to discuss a particular topic, feel free to email us your thoughts and suggestions at editorial@sharesify.com. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel. You can also follow us on X, Bluesky, Facebook or LinkedIn. And if you are a company, a fund or investment trust and you’d like to join us on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

    9 min

  8. MAR 20

    Sharesify podcast, with JPMorgan Claverhouse

    In this latest Sharesify podcast special, the team welcomes Anthony Lynch, co-manager of JPMorgan Claverhouse Investment Trust (JCH), to discuss the trust’s process and its remarkable 53-year record of rising dividends. Anthony also manages Mercantile Investment Trust (MCH) and two open-ended equity income funds, and brings a wealth of experience. JPMorgan Claverhouse gives investors access to the long-term growth and income potential of the UK stock market. The managers look for attractively valued, high-quality UK companies with the ability to deliver consistent and growing dividends. Anthony explains what differentiates the trust from other equity income vehicles, and which factors have driven performance this year. As inflation resurfaces as a risk, he also reveals how the trust expects to continue its formidable dividend-raising record. With the trust set to report its FY25 results next week, this is an ideal opportunity to understand how the managers approach investing. How to get involved If you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel. You can also follow us on X, Bluesky, Facebook or LinkedIn. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

    13 min
See All (31)

About

Sharesify is a retail investor podcast aimed at making investing easier for everyone.

Information

  • Creator
    Sharesify
  • Years Active
    2K
  • Episodes
    31
  • Rating
    Clean
  • Copyright
    © 2026 Sharesify
  • Show Website
    Sharesify

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