PIWORLD Investor Podcasts

Full video can be seen at: https://www.piworld.co.uk/2018/03/08/wheeliedealer-social-media-interview-with-tamzin-freeman/   Tamzin Freeman interviews private investor & blogger WheelieDealer about his take on using social media. How long ago did you start with social media? – 00:51 What prompted you to start your website? – 02:20 How long does it take you to write a blog? – 04:05 Do you have to do a lot of research? – 04:33 What social media do you use? – 05:15 What do you get out of Twitter? – 06:40 What sort of people have you met through Twitter? – 08:35 Has social media changed your investing? – 10:48 Do you DM or is all your communication public? – 11:50 Which bulletin boards do you use? – 12:49 What are the downsides of social media? – 13:33 How many Tweets do you do a day? – 17:19 How did you learn to use Twitter? – 18:30 What advice do you have for investors who don’t use social media? – 19:10   Wheelie’s Twitter handle: @wheeliedealer

Full video can be seen at: https://www.piworld.co.uk/2018/04/05/coping-with-the-ups-downs-with-wheeliedealer-interviewed-by-tamzin-freeman/   Wheelie helps us to cope with the ups and downs Pete’s moving tweet – 00:43 What was the catalyst for sending that tweet? – 01:12 Are people asking for investing help, or seeking help on broader issues? – 02:27 Are you looking to help emotionally or with practical help? – 03:14 Are people coming to you because they’ve lost a lot of money, or because they’re too scared to invest? – 04:57 What are the key issues you’re helping people with? – 07:05 How long do you spend on your own investing? – 11:58 How much money do you think you need to start investing? – 15:39 What’s your advice to people, with the recent volatility? – 17:43 Have you increased your cash position? – 22:45 What advice do you have for newbies, to cope with the volatility? – 23:51 And is that the advice your wiser older self would give to that younger self who lost 50% in 2000? – 24:23 What advise do you have for us all from all your mentoring? – 26:04 How do you build people’s confidence? – 28:50

Full video can be seen at: https://www.piworld.co.uk/2017/11/08/leon-boros-on-achieving-exceptional-investment-returns-interviewed-by-tamzin-freeman/   Leon Boros on achieving exceptional investment returns. Interview with Tamzin Freeman, piworld. Leon Boros’s background – 00:25 Leon’s investment returns – 00:52 2008 & 2001 – 02:55 Cash levels – 05:12 Trader or investor – 05:56 Leon’s criteria for share selection – 08:22 Weighting of the portfolio – 09:55 Qualitative selection criteria – 11:23 Shares conforming to Leon’s criteria – 14:24 Speed of return – 18:35 What makes you sell – 20:07 Why do PV Crystalox & Cloudcall make it into your portfolio? – 24:07 Can a retail investor without your background achieve your returns? – 29:29 Time spent on investing decisions – 34:28 A Boros fund? 35:28

Full video can be seen at: https://www.piworld.co.uk/2017/11/30/leon-boros-understanding-accounts-interviewed-by-tamzin-freeman/   Leon Boros gives a fascinating insight of what he’s looking for in a set of company accounts, using examples to highlight some of the hidden factors to look for. For non-accountants it can be quite a heavy watch, particularly at the midpoint, but there are many gems, and it’s worth making it till the end – even if you watch it in chunks! First focus: cashflow statement & free cashflow – 00:31 Amortisation – 08:20 YouGov’s earnings – 12:17 P&L and Balance sheet ratios – 15:30 Return on total assets – 18:29

Full video can be seen at: https://www.piworld.co.uk/2017/12/21/behavioural-investing-interview-with-clare-flynn-levy-essentia-analytics/   Clare Flynn Levy founder of Essentia Analytics gives us insight into the behavioural aspects of investing. Clare covers the issues of selling your losers, over confidence and over trading. She emphasises outperformance all comes down to you. Citing the best fund managers are skilled but humble. Interviewed by piworld’s Tamzin Freeman. Clare’s background and how it led to Essentia Analytics – 00:43 What data do Essentia look at to track behaviour? – 04:20 In stock picking what information are you looking for? – 06:44 What are typical patterns to focus on for better performance? – 08:26 Is there a different pattern between male and female traders – 12:27 How people behave when momentum is good – 13:00 How easy is it to change behaviours? – 14:50 How much can someone’s performance improve by? 19:32 Does the macro environment impact behaviour? – 20:39 How important is it to believe you can outperform the market? – 22:01 Tools or tips for the retail investor – 25:58 Investing diary – 27:30 Seeing your strengths and weaknesses – 33:09 Book recommendation – 35:28

Full video can be seen at: https://www.piworld.co.uk/2017/09/29/market-corrections-interview-with-john-rosier/   Interview with John Rosier from JohnsInvestmentChronicle.com on market corrections. John reflects on how good the last year has been for investors, and gives insights, based on historic crashes, how to position oneself for volatile markets. John cites specific examples from his own portfolio. John’s background – 00:32 John’s return year to date – 02:10 John’s strategy for toppy markets? – 03:22 Momentum shares – 05:06 Percentage of cash? – 08:15 What prompts John to go into cash? – 09:08 January 2016 was the worst start to a year, ever – 10:16 Learnings from the crashes John’s worked through – 10:47 Managing your own money – 14:57 Stop losses – 16:35 Discipline: what’s the largest loss in John’s portfolio? – 17:41 What’s John’s catalyst to sell a position? – 18:45 Setting a target price? – 21:32 2008 crash – 23:08 What can investors expect for the rest of 2017? – 24:56 Dividends? – 29:55

Full video casn be seen at: https://www.piworld.co.uk/2017/09/08/mifid-ii-the-private-investor/   piworld interviews Robert Mundy, co-founder of Research Tree, to understand how MiFID II legislation, coming into effect from January 2018, will affect the research available to the retail investor.   How is research currently paid for? – 0:39 How will MiFID II change how research is paid for?  – 1:46 How will MiFID II affect the retail investor? – 2:57 Will the private investor still be able to get forecasts (PTP, EPS, Rev) on the various investor platforms? – 5:41 Will private investors be able to get the full broker notes, through Research Tree, or through our broker? – 8:19 Does Brexit make MiFID II null and void?  – 10:38 Who are the winners and losers of MiFID II? – 11:30 Conclusion: the net effect of MiFID II for the private investor in mid and small caps: 14:36   https://www.research-tree.com/

Electric Vehicles – the opportunities and challenges for the investor • The latest innovations • The key suppliers who should benefit • How to pick the winners and losers Introduction by Ralph Anderson, Senior Account Manager, Redleaf The automotive revolution: autonomous, connected, electrified and shared By Chris Jones, Co founder, VP and Chief Analyst, Canalys Canalys research and analyse trends impacting the automotive industry. Great insight to the past, present and future of EVs and how the EV market might evolve.

By Stephen Irish, MD, Commercial, Hyperdrive Innovation Hyperdrive Innovation designs and builds lithium-ion battery systems for powering electric cars, off-highway vehicles, autonomous vehicles and home energy storage. They work in collaboration with Nissan and others to design & develop innovative battery systems that it aims to commercialise in the near term. Stephen follows on neatly from Chris Jones’s presentation, to indicate how developments are playing out for suppliers to the industry.

By Keith Allaun, CEO, PowerHouse Energy Group PowerHouse Energy are the UK pioneer in Waste-to-Hydrogen systems. Aiming to become the lead distributor of low-cost hydrogen to fuel cars, produced from waste, including plastic. Fascinating concept of taking plastic bottles and other waste and converting into energy to power a car, effectively dealing with two problems, creating a sustainable economy.