Episode 15: You suck at Cha-Math...

I know we always say this one’s a long one - but my god this one is a long one! Go! Quick! Grab some supplies or you’ll be seeing mirages before the end!

We kick it off with our new game show: “You Suck at Cha-Math”, grab a pen and paper and play along - let us know your score in the comments section. After this, we talk about our portfolios, how we’re doing, our actions when we’re having a bad week, and give some general tips to help you stay the course.

We talk you through companies like Chewy and Virgin Galactic and help draw the line in the sand between growth and speculation, we talk about Olo, a company we all like that is taking back the customer experience from the likes of Uber, JustEat, and Doordash.

We then go over the old argument - dividends vs growth and give our views on the benefits of one style vs being a hybrid investor. We also go over big tech vs little tech and SteveW talks us through 4 stocks he thinks are approaching good value.

We finish on a live reaction to Disney’s earnings and try to figure out just how badly cinemas are going to struggle as we continuously move to an in-home streaming model before Briscoe has a mini-rant about Martin Lewis.

Stocks mentioned: Virgin Galactic ($SPCE), Olo ($OLO), Chewy ($CHWY), Tyler Technologies ($TYL), Mercado Libre ($MELI), StoneCo ($STNE), Disney ($DIS), Unity ($U), Barkbox ($STIC) & Veeva ($VEEV)