Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio.

Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex continue their discussion on the role of non-executive directors (NEDs) as share ambassadors, as well as what lies ahead for private investors in the wake of Labour’s win.

1:11 Lok’nStore sell

6:13 Britvic

9:56 ITV purchase

12:09 Braemar purchase

18:00 Non-executive director holdings

24:01 Labour government

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What investors can do with takeover cash: Lee and the IC