Companies And Markets Weekly

In this week’s episode, Lawrence is joined by Graham Neary and Mark Simpson to discuss:

• IG Group’s acquisition of Freetrade for £160m - as a long-term IGG shareholder, what does Graham think of the acquisition? What is IGG really buying here?
• Premier Miton’s latest results, and opportunities in asset managers.
• The investment case for Smiths News. Is it a melting ice cube, or a van full of newspapers hurtling towards a cliff-edge?
• Mark’s analysis of his own investing mistakes in 2024, as well as his and Graham’s differing approach to position sizing in their portfolios.

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Stocks we discuss

• IG Group: https://www.stockopedia.com/share-prices/ig-group-LON:IGG/
• Plus500: https://www.stockopedia.com/share-prices/plus500-LON:PLUS/
• CMC Markets: https://www.stockopedia.com/share-prices/cmc-markets-LON:CMCX/
• Premier Miton: https://www.stockopedia.com/share-prices/premier-miton-LON:PMI/
• Impax Asset Management: https://www.stockopedia.com/share-prices/impax-asset-management-LON:IPX/
• Liontrust Asset Management: https://www.stockopedia.com/share-prices/liontrust-asset-management-LON:LIO/
• Polar Capital Holdings: https://www.stockopedia.com/share-prices/polar-capital-holdings-LON:POLR/
• Smiths News: https://www.stockopedia.com/share-prices/smiths-news-LON:SNWS/

Extra Stockopedia content we mention:

• My biggest investing mistakes of the last year (subscriber-only): https://app.stockopedia.com/content/my-biggest-investing-mistakes-of-the-last-year-1020511
• Profit or loss? How to make smarter stock selling decisions: https://www.stockopedia.com/academy/events/how-to-make-smarter-stock-selling-decisions/

Let us know what you thought of this episode - email [email protected] or tweet us @Stockopedia.

Disclosures: At the time of recording, Graham owns shares in IG and Impax Asset Management. Lawrence owns shares in CMC Markets.

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.