The Risk of Conglomerate Risk in a Washing Machine Business

On today’s episode, our team begins with a discussion about Brickability’s results. What is the company’s position in the market and how well prepared is it to weather a housing downturn? 

Next up is this week’s cover story on the hidden stars of the FTSE 100, which explores businesses that have unusual growth stories. In this segment, Alex Newman runs through the thinking behind the piece and discusses how the ‘secret’ companies underpin the strength of the UK economy.

Last on the agenda is new FTSE 250 entrant ME Group International. Although it may not be the most exciting, or contemporary, business, it has seen significant growth in recent months. What can breaking down the valuation tell us about the business? And could this be a UK market success story? 

Dan Jones is joined by Michael Fahy, Mark Robinson, Alex Newman and Jemma Slingo.

Hosted on Acast. See acast.com/privacy for more information.