Alex Newman and Lord Lee are joined by Jerry Randall, CEO of Venture Life (VLG), a leader in the consumer self-care market. They discuss the company's history, the outlook for the wider sector and potential upcoming acquisitions.
Alex and Lord Lee then discuss recent changes to Lord Lee's portfolio, including his moves involving British house builders Taylor Wimpey (TW), and new position in food and beverage operator SSP Group (SSPG). Alex and Lord Lee end with a look back on the last year of investing and how Lord Lee's Isa and non-Isa portfolios have performed.
Timestamps
0:00 Intro
2:15 Background on Venture Life
3:36 Selling off the manufacturer
6:09 How Lord Lee found Venture Life
8:03 Jerry Randall's background
9:07 Raising money from markets
11:59 Wellness industry & compliance
16:18 Acquisitions & future deals
28:20 Potential for dividends
32:41 Lord Lee on the budget
33:58 Update on Lord Lee's portfolio
35:47 ISA changes
38:03 Taylor Wimpey (TW)
40:03 New position in SSP
42:02 End of year portfolio roundup
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