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IC Alpha Podcast: Diamonds in the rough

IC Alpha Podcast: Diamonds in the rough

FromInvestors' Chronicle


IC Alpha Podcast: Diamonds in the rough

FromInvestors' Chronicle

ratings:
Length:
37 minutes
Released:
Sep 11, 2020
Format:
Podcast episode

Description

On this week's new IC Alpha Podcast, John and Phil discuss the worrying outlook for the UK economy and the pound as a result of the government's disastrous handling of Covid-19 and now the final stages of Brexit negotiations. For companies exposed to the consumer economy this has brought mixed fortunes – as John and Phil discuss, strong numbers this week from Games Workshop and Frontier Development highlight the business models fit for the Covid economy – even if their high valuations give pause for thought. But for those like Fevertree Drinks, lockdown has proved a much greater challenge despite a leap in in-home drinking and expansion into the US – can it recover to live up to its shares premium rating?You can read more of Phil's thoughts on these companies – and others – in his weekly Alpha report. If you don't subscribe already, you can sign up for a four week trial for just £4 here investorschronicle.co.uk/TryAlpha Hosted on Acast. See acast.com/privacy for more information.
Released:
Sep 11, 2020
Format:
Podcast episode

Titles in the series (100)

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.