Diary of a UK Stock Investor 163 - Let's Analyse Some Stocks
Nov 13, 2025
The host celebrates a new milestone in their investing journey. They delve into JD Wetherspoon's challenges, including sluggish sales and mounting debt. Next, Clarkson plc shines with robust revenue and zero debt, showcasing a strong reinvestment strategy. Finally, Duolingo's rapid growth is highlighted, but its high valuation raises eyebrows. This episode offers insightful stock analyses and a glimpse into a long-term investment philosophy.
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Podcast Growth Through Consistency
- Chris recounts early podcast growth from ~100 downloads to over 9,000 monthly due to consistency.
- He credits showing up weekly and building a routine for listeners as the main growth driver.
Stop Trying To Predict The Market
- Accept that you cannot predict short-term market moves and stop trying to forecast them.
- Focus on preparing and being present to react rather than attempting to anticipate every market wave.
Revenue Is The Business Fuel
- Sales are the opening of the business 'filter' that leads to earnings and free cash flow later on.
- Strong revenue growth is the primary fuel; other layers (costs, debt) determine how much surplus remains.