Small Investor Toolbox

smallinvestortoolbox.com

Reviews of books, articles, podcasts, and other resources of interest to small investors

  1. Apr 10

    The power of investing systems

    Episode notes In this shorter week for the markets Allan shares a useful webinar, a couple of articles, and a podcast that has helped him keep up. Allan's thought for the week Allan shares his thoughts on the concept of income generating assets. Resource of the week This week's resource is a fascinating webinar from Stockopedia. It is an interview with a subscriber who has achieved impressive results by investing according to a quantitative system that he has developed which doesn't involve researching company fundamentals at all. You can find it here. Article of the week This week's articles are a piece on Boots UK from the Financial Times, which you can find here, and a piece from City AM on the subject of the recent review into risk warnings. 'Dragged out of the dark ages': Investment industry welcomes risk warnings review Podcast of the week This week's podcast recommendation is an episode of the AJ Bell Money And Markets show entitled 'Markets rally after Iran ceasefire – What it means for your money'. You can find it on Apple Podcasts here or search for it on your podcast player of choice. Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referral code r-b2ac67 Keep in touch Email the show Visit the website over at smallinvestortoolbox.com Follow the show on Mastodon or Bluesky Music and sound effects Bossa Antigua Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ Sound effects from https://quicksounds.com This podcast is powered by Pinecast.

    20 min
  2. Apr 3

    The wealth ladder

    Episode notes As well as sharing his favourite article and podcast of the week, in this episode Allan reviews a book called 'The Wealth Ladder' and pontificates on the subject of Unilever. Allan's thought for the week Being a Unilever shareholder was supposed to be boring. Allan considers why recently it has turned out to be anything but. Book of the week This week's book takes an interesting look on wealth - how to get it, how to categorise it, and what it really means. It's called 'The wealth ladder: proven strategies for every step of your financial life' by Nick Maggiulli And is available from all good book shops, and some bad ones as well. Article of the week This week's article comes from the ThisIsMoney website and shares the details of a new weekly investing competition from IG that offers real prizes. You can find the article here or go directly to the game's sign-up page here. Podcast of the week This week's podcast is episode 79 of Nottingham Business School's Business Leaders podcast and is called 'Anthony Hemmerdinger -- The dangers of living on past glories' You can find it on Apple Podcasts here or search for it on your podcast player of choice. Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referral code r-b2ac67 Keep in touch Email the show Visit the website over at smallinvestortoolbox.com Follow the show on Mastodon or Bluesky Music and sound effects Bossa Antigua Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ Sound effects from https://quicksounds.com This podcast is powered by Pinecast.

    22 min
  3. Mar 27

    ShareSoc, SIGnet, and some other stuff

    Episode notes This week Allan shares his thoughts on panic selling, a great resource for any investor, plus his favourite article and podcast from the week. Allan's thought for the week Don't panic! You don't have to sell even if it goes up. Resource of the week With the exception of Allan himself, few folks in the investing world have only your interests at heart. But one of those that does is ShareSoc, the individual UK shareholders society. This week Allan reviews what they, and their partner organisation SIGnet have to offer. Article of the week This week's article looks at some academic research around why DIY traders fail to make money from breaking news. It was published in The Squeeze newsletter and you can find it here. Podcast of the week This week's podcast recommendation is a great little interview with the CEO of M&S from the Business Leaders podcast. You can find it on Apple Podcasts here or search for it on your podcast player of choice. Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referral code r-b2ac67 Keep in touch Email the show Visit the website over at smallinvestortoolbox.com Follow the show on Mastodon or Bluesky Music and sound effects Bossa Antigua Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ Sound effects from https://quicksounds.com This podcast is powered by Pinecast.

    21 min
  4. Mar 20

    The wisdom of investing in UK oil

    Episode notes This week Allan learns many things he didn't know about oil and considers the wisdom of investing in UK oil companies. Allan's thought for the week Allan shares his opening thoughts on the oil business. Book of the week This week's book recommendation is "Oil: Power, politics and pipelines - the story of black gold" by Ian Fitzgerald. It was published in 2025 so should be available from wherever you get your books. Article of the week This week's articles are "The future of the North Sea" from the OEUK, and "Drilling into the facts" from Uplift. They represent opposing views and are well worth a read. Podcast of the week This week's podcast recommendation comes from the 11 Marche episode of The Capitalist. The episode is titled 'Tim Leunig: Let’s tap the North Sea for energy'. You can find it on Apple Podcasts here or search for it on your podcast player of choice. Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referral code r-b2ac67 Keep in touch Email the show Visit the website over at smallinvestortoolbox.com Follow the show on Mastodon or Bluesky Music and sound effects Bossa Antigua Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ Sound effects from https://quicksounds.com This podcast is powered by Pinecast.

    23 min
  5. Mar 13

    Words of wisdom from a UK private investor

    Episode notes This week Allan reviews a book for small investors on the UK market. He also looks at an article on the housing sector and a podcast on AI. Allan's thought for the week Allan considers the fact that lots of UK companies rely more on the US market than they do on their market here at home. Book of the week This week's book is a guide to investing in small companies written by an experienced UK private investor. It's called 'How To Become A Microcap Millionaire', by Justin Waite. I listened to the audio version, narrated by the author, but I'm sure you can lay your hand on a print version at your book store of choice. Article of the week This week's article comes from the Financial Times and is a reminder that the long awaited recovery in house builders and the housing sector may be further off than we keep being told. Iran conflict darkens the outlook for house prices Podcast of the week This week's podcast recommendation comes from The Economics Show and is called: 'Is AI (finally) making us more productive? With John Burn-Murdoch and Sarah O’Connor' You can find it on Apple Podcasts here or search for it in your podcast player of choice. Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referral code r-b2ac67 Keep in touch Email the show Visit the website over at smallinvestortoolbox.com Follow the show on Mastodon or Bluesky Music and sound effects Bossa Antigua Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ Sound effects from https://quicksounds.com This podcast is powered by Pinecast.

    23 min
  6. Mar 6

    The trading game and business valuation

    Episode notes This week Allan reviews a trading memoir, shares and article on business valuation, and a podcast that covers the Iran war from the perspective of the UK investor. Allan's thought for the week Allan Considers the effect AI might have on RNS statements and the importance of seeing management in person. Book of the week This week's book review is 'The Trading Game', by Gary Stevenson. It is a memoir about a young working class Londoner who became a world class currency trader. You can find out more about Gary, and his role as a campaigner against economic inequality, at his wikipedia page here. Article of the week This week's article comes from McKinsey, the consulting group, and looks at how companies are valued. You can find it here. Podcast of the week This week's podcast recommendation comes from the Companies and Markets show. The episode is called 'War in Iran, healthcare resurgence & Isa changes'. You can find it on Apple Podcasts here or search for it on your podcast player of choice. Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referral code r-b2ac67 Keep in touch Email the show Visit the website over at smallinvestortoolbox.com Follow the show on Mastodon or Bluesky Music and sound effects Bossa Antigua Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ Sound effects from https://quicksounds.com This podcast is powered by Pinecast.

    21 min
  7. Feb 27

    Investing ethics and shareholder action

    Episode notes This week Allan reviews a controversial book from last year, shares an article about changes to the way we hold shares, and discusses a podcast on investor engagement. Allan's thought for the week Don't waste time watching shares merely because you've fallen in love with them. Book of the week This week's book is Careless People: A Cautionary Tale of Power, Greed, and Lost Idealism by Sarah Wynn-Williams The audio version is superbly narrated by the author, but I'm sure the print edition is good too. Article of the week This week's article comes from ShareSoc and is Making the Stock Market Digital: What It Means for You If you want to know more about ShareSoc then visit sharesoc.org Podcast of the week This week's podcast is a panel discussion, hosted by the LSE, on the power of investor engagement to reduce company carbon emissions. You can find it on Apple Podcasts here or search for it on your podcast player of choice. Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referral code r-b2ac67 Keep in touch Email the show Visit the website over at smallinvestortoolbox.com Follow the show on Mastodon or Bluesky Music and sound effects Bossa Antigua Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ Sound effects from https://quicksounds.com This podcast is powered by Pinecast.

    23 min

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Reviews of books, articles, podcasts, and other resources of interest to small investors