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Under the Bonnet - Evenlode Investment View
Manage episode 428980883 series 2814272
In this month's investment view, with investor focus more on electoral issues than corporate developments, and company news flows generally quiet, we focus on four portfolio companies that have released updates in recent weeks.
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Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investment advice.
Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.
For more information visit evenlodeinvestment.com
135 episodes
Manage episode 428980883 series 2814272
In this month's investment view, with investor focus more on electoral issues than corporate developments, and company news flows generally quiet, we focus on four portfolio companies that have released updates in recent weeks.
---
Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investment advice.
Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.
For more information visit evenlodeinvestment.com
135 episodes
All episodes
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1 Evenlode Income Investment View – Results Colour 14:45

1 Evenlode Global Dividend Investment View – What Uncertainty? 9:50

1 Evenlode Global Income Investment View – What Uncertainty? 9:50

1 Evenlode Global Opportunities Investment View - Artificial Intelligence Update 12:23

1 Evenlode Global Equity Investment View - Artificial Intelligence Update 12:23

1 Evenlode Income Investment View – Embedded Value, New Holdings 21:03

1 Evenlode Global Income Investment View – Is This Time Different? 12:03

1 Evenlode Global Dividend Investment View – Is This Time Different? 12:03

1 Evenlode Global Opportunites Investment View - Q1 2025 Earnings Season 11:44

1 Evenlode Global Equity Investment View - Q1 2025 Earnings Season 11:44

1 Evenlode Income Investment View – Tariff aftermath, portfolio update and new holdings 15:12

1 Evenlode Global Opportunities Investment View - Review of Q1 2025 7:35

1 Evenlode Global Equity Investment View - Review of Q1 2025 7:35

1 Evenlode Global Income Investment View – Market Narratives 11:08

1 Evenlode Global Dividend Investment View – Market Narratives 11:08

1 Evenlode Global Dividend Investment View – Tariff Turmoil and Yesterday’s News 6:54

1 Evenlode Global Income Investment View – Tariff Turmoil and Yesterday’s News 6:54

1 Evenlode Income Investment View - Tariff Trauma 12:57

1 Evenlode Income Investment View - Top Seven 15:04

1 Evenlode Global Income Investment View – Results and Evolving Themes 12:50

1 Evenlode Global Dividend Investment View – Results and Evolving Themes 12:50

1 Evenlode Global Equity Investment View - 2024 Update 7:29

1 Evenlode Global Opportunities Investment View - 2024 Update 7:26

1 Evenlode Income Investment View - Review of 2024 and outlook for 2025 13:33

1 Evenlode Global Dividend Investment View – Reflections on 2024 41:00

1 Evenlode Global Income Investment View – Reflections on 2024 40:42

1 Evenlode Income Investment View – Winter Reading 18:10

1 Evenlode Global Income Investment View – A metaphor for 2024 9:48

1 Evenlode Income Investment View – Niche Compounders 14:16

1 Evenlode Global Income Investment View – Tariffs, trade and the not-quite-everything rally 18:22

1 Evenlode Income Investment View – The US Election – A bottom-up perspective 18:07

1 Evenlode Global Income Investment View – The Consumer Economy 15:09

1 Evenlode Global Equity Investment View – Q3 2024 update 13:19

1 Quality and Long Term Value - Evenlode Investment View 13:51

1 Olympic Legacy - Evenlode Global Investment View 15:29


1 A Tale of Two Markets - Evenlode Global Investment View 13:05


1 Markets Move - Evenlode Global Investment View 6:17

1 Under the Bonnet - Evenlode Investment View 16:27

1 Q2 2024 Update - Evenlode Global Investment View 10:13

1 Grounded in Reality - Evenlode Global Investment View 11:18

1 Quality Compounders - Evenlode Investment View 15:49


1 Pieces of Good Businesses - Evenlode Investment View 13:06

1 Following the Value - Evenlode Investment View 8:51

1 First Quarter Results 2024 - Evenlode Global Investment View 7:00

1 Company Specifics - Evenlode Investment View 13:17

1 Dinner Conversations - Evenlode Global Investment View 8:41

1 Themes From Results - Evenlode Investment View 15:12

1 Steady as She Goes - Evenlode Global Investment View 11:09

1 Conference Season - Evenlode Global Investment View 9:15

1 2023 Review and Outlook for 2024 - Evenlode Investment View 15:40


1 Portfolio changes, and a reflection on 2023 - Evenlode Global Investment View 11:50

1 Latest Field Notes - Evenlode Investment View 12:36

1 The Economic Cycle vs The Next Big Thing - Evenlode Global Investment View 12:47

1 Third Quarter Results - Evenlode Global Investment View 9:27

1 Quality Compounding Value - Evenlode Investment View 8:05

1 The Big Picture - Evenlode Global Investment View 8:32
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