• IC039 Investor Lessons: Management & Shareholder Misalignment

  • Nov 23 2024
  • Length: 24 mins
  • Podcast

IC039 Investor Lessons: Management & Shareholder Misalignment

  • Summary

  • In this episode of the Investors Champion Podcast, Chris and Lee discuss key topics affecting UK investors, including company management remuneration misalignment, highlighted through case studies on Plexus and Manolete Partners.

    They delve into peculiar market investments, such as a banana taped to a wall sold for over $6 million, and assess significant market movers like Games Workshop, Sage, and Jet2. Additionally, they analyse the potential impacts of regulatory actions on Alphabet and chat about unique investment opportunities and risks in smaller companies like Michelmersh Brick Holdings.

    Timestamps:

    00:36 Case Study: Plexus and Management Remuneration

    03:45 Case Study: Manolete and Shareholder Misalignment

    06:04 Crazy Investments: The $6.2 Million Banana

    07:46 Bitcoin and the Cryptocurrency Craze

    08:17 DOJ vs. Google: Potential Breakup of Alphabet

    12:40 UK Success Stories: Games Workshop and Sage

    19:12 Small Caps Spotlight: Jet2 and Michelmersh Brick Holdings

    23:38 Conclusion

    If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

    Links & Resources:

    Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

    Visit Investor’s Champion website here: https://www.investorschampion.com/

    Follow Investor’s Champion on X here: https://twitter.com/investchampion

    Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

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