In the Company of Mavericks
47 episodes - English - Latest episode: 1 day ago -Conversations with entrepreneurs who dared to be different
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Episodes
TRAILER - This Time It's Different - Nigel Rogers & Ryan Maughan of Transense Technologies with Laurence Hulse of Onward Opportunities
April 24, 2024 08:46 - 2 minutes - 2.03 MBI sit on the Investment Committee of the AIM-listed Onward Opportunities investment fund managed by Dowgate Wealth. I have a personal investment in Onward. Dowgate Group owns 9.26% of Transense Technologies PLC, of which Onward Opportunities owns 6.96%. Last year, Onward's fund manager, Laurence Hulse, proposed an investment in Transense Technologies. My initial reaction could best be described as having a Victor Meldrew moment. Those with stock market memories may recall that Tr...
BONUS EPISODE - The Market Call - Q1 Review with Scott Evans
April 20, 2024 18:29 - 22 minutes - 31.1 MBPlease subscribe to the Weekly Market Call on your normal podcast app. For this week's Market Call Gareth and Jeremy are joined again by Scott Evans of the London Business School and the Deutsche Numis Equity Indices. Scott talks about market performance in Q1 2024. Where have markets come from, how have they performed in Q1, and where are they going? Bond yields have risen, inflation is sticky, and rates are higher for longer. Equities have had a good quarter, albeit the Magnific...
Adam Holland, MPAC CEO - The Packaging Automation Opportunity
April 07, 2024 04:00 - 55 minutes - 50.4 MBIn today’s episode, private investor Mark Atkinson and host of The Desert Island Investor rejoins me for a conversation with MPAC CEO Adam Holland. Mark’s professional background was in the paper and packaging industry. He has been a shareholder in MPAC since 2013 when it was known as Molins. Adam has enjoyed a varied engineering career, initially working in space technology, then with Rolls Royce and for JCB before joining MPAC initially as COO in 2021. He has a track rec...
Understanding Market Consciousness with Patrick Schotanus
March 08, 2024 04:30 - 40 minutes - 46.7 MBFor today’s episode, I am joined by former fund manager and author Patrick Schotanus. Patrick has extensive and varied experience analysing and investing in financial markets, culminating in 15 years of co-managing a large multi-asset fund. Throughout his career, Patrick has questioned the relevance of mainstream economics in understanding the reality of financial markets and investment management, and over recent years he has focused all his time developing what he calls...
Premium Chocolate & Value Investing with Angus Thirwell & Gary Channon
February 16, 2024 04:30 - 45 minutes - 51.7 MBFor today’s episode, I am joined by David Seaman of Alpha Cygni Asset Management for a conversation with two mavericks, an entrepreneur and an investor. Angus Thirwell is the co-founder and CEO of Hotel Chocolat and was on Episode 4 in December 2021. Angus has just completed the sale of Hotel Chocolat to Mars for a value of £534m and has decided to roll most of his stake in the company into the Mars family structure as he sees an increased opportunity for the brand to grow under...
Doomberg - Energy is Life
January 27, 2024 04:19 - 1 hour - 70.6 MBIn today’s episode, I am joined by energy blogger and author Doomberg for a conversation about the necessity of energy in our lives, how we take it for granted and the implications for our economies and our politics. Doomberg is a pen name and alias assuming the form of a green chicken online. Originally on Twitter and now on Substack, Doomberg has become the most popular financial newsletter on the platform. Doomberg explains why he has chosen to operate anonymously, helping hi...
The Weekly Call - The Deutsche Numis Indices, macro factors in markets, Concurrent Technologies & Gamma Communications
January 21, 2024 18:22 - 29 minutes - 33.7 MBJeremy McKeown and Gareth Evans are joined by Scott Evans of the London Business School and co-compiler of the Deutsche Numis Market Indices to discuss the performance of mid and small-cap last year, over the long term, and what might be driving equity market performance in 2024. In addition, they mention updates from Concurrent Technologies and Gamma Communications from last week.
The Market Call - What spooked the Fed? Christmas updates, housebuilders, Marks Electrical, Sosander & Bitcoin ETFs
January 14, 2024 17:23 - 13 minutes - 15.4 MBJeremy McKeown & Gareth Evans discuss the macro drivers behind this week's equity markets and some company updates that caught their attention. Companies mentioned this week include UK housebuilders, M&S, Marks Electrical, Sosander and Xaar.
Introducing - The Market Call a podcast covering financial markets' changing macro landscape - Markets in 2023 & Outlook for 2024
January 08, 2024 12:34 - 17 minutes - 20.5 MBJeremy McKeown and Gareth Evans discuss the main market trends from last year and the outlook for 2024. They discuss the October pivot on rate expectations, the rise of the Magnificent Seven AI wonder stocks, the outlook for Chinese and UK equities, and will a recovery in China be inflationary or deflationary. Will Trump win the US election, and what are the market implications? What about the UK? Can it be the best-performing market in 2024? Please press SUBSCRIBE so as not to mis...
Tony Brewer of Likewise Group - A life in carpets
December 15, 2023 04:00 - 39 minutes - 45.5 MBTony Brewer of Likewise Group Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund. A few weeks ago, James Wilson of Phoenix Asset Management joined me for a conversation with Tony Brewer, the founder and CEO of Likewise Group. James had talked about Tony and his investment in AIM-listed Likewise on a previous episode, and I had been keen to get Tony on ever since. Tony has spent his entire adult life in the floor coverings business ...
COMING SOON - Tony Brewer of Likewise - A life in carpets - TRAILER
December 12, 2023 14:33 - 1 minute - 2.15 MBTony Brewer of Likewise Group Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund. Have you ever wondered why small independent carpet shops can survive competing against the major multiple retailers? In a previous episode, James Wilson of Phoenix Asset Management talked about Tony Brewer previously of Headlam and now the founder and CEO of AIM-listed Likewise. Coming soon I am rejoined by James for a fascinating chat with Tony, about his life i...
Nils Gornall of DP Poland - The Sport of Delivered Pizza
November 25, 2023 04:00 - 44 minutes - 41.1 MBFor this episode, I am joined by Gareth Evans, the founder and CEO of Progressive Equity Research for a conversation with Nils Gornall, the CEO of DP Poland, and a veteran Domino's Pizza operator. Nils started as a pizza maker at the age of 15 and opened his first franchised store in Perth, Western Australia, just before his 22nd birthday. It is fair to say Nils has pizza in his blood and gives us a masterclass in what makes a delivered pizza shop work and how to develop a winni...
COMING SOON - Nils Gornall of DP Poland - A TRAILER
November 23, 2023 13:49 - 1 minute - 1.42 MBWe had a great time chatting with Nils Gornall the CEO of DP Poland, a couple of weeks ago. This episode, dropping soon is a masterclass on how to run a delivered pizza shop and what makes Domino's Pizza a global success story.
Why Invest in the UK? Simon French, Alyx Wood & Laurence Hulse
November 03, 2023 04:00 - 53 minutes - 48.8 MBEarlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies. On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK? It was a great conversation on a live topic of interest for investors and one I hope...
TRAILER - Why Invest in the UK? with Simon French, Alyx Wood & Laurence Hulse
October 30, 2023 17:42 - 32 seconds - 558 KBEarlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies. On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK? It was a great conversation on a live topic of interest for investors and one I hope...
Edward Ziff of Town Centre Securities
October 18, 2023 06:32 - 48 minutes - 44.4 MBThis episode was recorded on September 21, 2023. For today’s episode, I am joined by the private investor and host of the Desert Island Investor podcast, Mark Atkinson, for a conversation with the Chairman and CEO of Town Centre Securities, Edward Ziff. Edward is the second-generation custodian of the family business with a rich history largely centred on the City of Leeds. Edward talks candidly about the challenges of managing a small listed real estate company in which his f...
Alasdair Haynes of Aquis Exchange - a catch up
October 01, 2023 11:46 - 51 minutes - 70.6 MBThis episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies. This is a catch-up with Alasdair Haynes, founder and CEO of Aquis Exchange. He last appeared in Episode 3 in November 2021, and much has changed in the meantime. Aquis has continued to grow and is now ten years old. Alasdair has been at the forefront of innovation in stock market technology for m...
Sukh Chamdal of Cake Box - a catch-up
May 26, 2023 03:00 - 19 minutes - 17.5 MBThis episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies. For today’s episode, I am rejoined by Sukh Chamdal, the founder and CEO of AIM-listed Cake Box. For background on Sukh and Cake Box, you should listen to episode 2 from November 2021, where Sukh talked about the formation of Cake Box as a retailer of egg-free celebration cakes and growth via a ...
James Wilson of The Huginn Fund
May 05, 2023 03:00 - 51 minutes - 47.6 MBThis episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies. For today’s episode, David Seaman of Alpha Cygni Investment Management joins me for a conversation with James Wilson, fund manager of The Huginn Fund. The Huginn Fund applies the value investing principles of the wider Phoenix Asset Management team to international markets. However, James has his...
Mark Smithson of Marks Electrical
April 21, 2023 03:00 - 45 minutes - 42.1 MBThis episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies. I am joined by private investor Mark Atkinson, host of the Desert Island Investor Podcast, for a conversation with Mark Smithson, the founder and CEO of Marks Electrical. Marks Electrical is an AIM-listed online retailer of household electrical products providing nationwide next-day delivery o...
Laurence Hulse of Onward Opportunities with Alyx Wood of Kernow Asset Management
April 02, 2023 04:00 - 34 minutes - 31.8 MBToday I am joined by two young active UK equity fund managers with distinct investment styles. Alyx Wood is the founder and Chief Investment Officer of Kernow Asset Management. Kernow is a contrarian investor using fundamental analysis and catalyst-driven mean reversion investing. Alyx is a long-short investor. Laurence Hulse is a Director of Dowgate Wealth. He is the fund manager of the recently launched investment company Onward Opportunities Ltd. Onward Opportunities' stra...
Peter Keeling of Diaceutics
March 23, 2023 04:00 - 51 minutes - 47 MBThis episode is made possible by Progressive Equity Research Ltd. A great conversation with two Irishmen with deep domain knowledge in commercialising modern pharmaceutical products. This is a journey into the world of precision medicine and diagnostics. Padraic Dempsey, formerly CCO at Uniphar, joins me for a fascinating conversation with Peter Keeling, the founder and CEO of Diaceutics PLC. Diaceutics' data platform DXRX sits at the intersection of life science and data science ...
Miles Adcock of Concurrent Technologies
January 27, 2023 05:00 - 42 minutes - 38.6 MBThanks to Progressive Equity Research for making this episode possible. In this episode, Miles talks about the changes he is implementing in the business and the opportunities to grow by product, industry, and geography, both organically and via acquisition. Miles demonstrates a wide-ranging understanding of the markets in which Concurrent operates and foresight of how to raise its growth ambitions. Since joining Concurrent, the business has had to cope with a significant component shorta...
Andrew Hollingworth on Investing in Mavericks
September 30, 2022 04:00 - 29 minutes - 27.1 MBIn this episode, Andrew Hollingworth of Holland Advisors discusses what he looks for in the maverick owner managers he invests in. He talks about what he chose to back Mike Ashley of Sports Direct, now Frasers and how he thinks about capital allocation and governance issues. He also runs through his investment thesis on JD Wetherspoon, and other owner-managed scale economy shared businesses like RyanAir and Charles Schwab. Andrew is the fund manager of the VT Holland Advisors Equity...
Stephen Hemsley of Franchise Brands
July 01, 2022 04:00 - 38 minutes - 35.6 MBI am joined by franchise industry veteran, Ian Bradley, for a conversation with Stephen Hemsley, Founder and Chairman of Franchise Brands. *** A REQUEST - I support a charity called Level Water which uses the power of swimming to change the lives of children with disabilities. Later this month I will be swimming the 6km from Averton Gifford to Bantham in Devon to help Level Water fund its noble cause. If you have found value in listening to the In the Company of Mavericks podcast ...
A Conversation with Stephen Hemsley of Franchise Brands
July 01, 2022 04:00 - 38 minutes - 35.6 MBI am joined by franchise industry veteran, Ian Bradley, for a conversation with Stephen Hemsley, Founder and Chairman of Franchise Brands. *** A REQUEST - I support a charity called Level Water which uses the power of swimming to change the lives of children with disabilities. Later this month I will be swimming the 6km from Averton Gifford to Bantham in Devon to help Level Water fund its noble cause. If you have found value in listening to the In the Company of Mavericks podcast ...
A Conversation with Andrew Austin of Kistos
May 27, 2022 06:17 - 35 minutes - 32.5 MBThis episode is a fascinating insight into the changing mix of our sources of energy from serial entrepreneur Andrew Austin. Andrew is founder and Executive Chairman of Kistos Plc which he founded in 2020. Kistos owns gas assets in the Dutch sector of the North Sea and has agreed to acquire an interest in the Greater Laggan Area, West of Shetland from Total. Andrew talks about how to structure M&A deals in volatile energy markets, the importance of low carbon locally sourced natural...
Andrew Austin of Kistos
May 27, 2022 06:17 - 35 minutes - 32.5 MBThis episode is a fascinating insight into the changing mix of our sources of energy from serial entrepreneur Andrew Austin. Andrew is founder and Executive Chairman of Kistos Plc which he founded in 2020. Kistos owns gas assets in the Dutch sector of the North Sea and has agreed to acquire an interest in the Greater Laggan Area, West of Shetland from Total. Andrew talks about how to structure M&A deals in volatile energy markets, the importance of low carbon locally sourced natural...
A Conversation with Julie Lavington and Ali Hall of Sosandar
April 29, 2022 04:00 - 40 minutes - 37.4 MBRenowned stockpicker Rosemary Banyard joins me for a fascinating conversation with Julie Lavington and Ali Hall co-founders and co-CEOs of online women's fashion brand Sosandar. Julie and Ali met in 2006 working at Time Inc. They launched the successful women's high street fashion magazine Look, which had a 300 000 weekly circulation. They identified an opportunity in the online fashion market and set up Sosandar in 2016, reversing the business onto AIM a year later. They have since...
Julie Lavington and Ali Hall of Sosandar
April 29, 2022 04:00 - 40 minutes - 37.4 MBRenowned stockpicker Rosemary Banyard joins me for a fascinating conversation with Julie Lavington and Ali Hall co-founders and co-CEOs of online women's fashion brand Sosandar. Julie and Ali met in 2006 working at Time Inc. They launched the successful women's high street fashion magazine Look, which had a 300 000 weekly circulation. They identified an opportunity in the online fashion market and set up Sosandar in 2016, reversing the business onto AIM a year later. They have since...
A Conversation with Nadeem Raza of Microlise
April 01, 2022 04:00 - 48 minutes - 44.3 MBBrendan D'Souza of Dowgate Capital joins me to talk to Nadeem Raza, CEO of Microlise. Microlise is a dominant software supplier to the UK logistics and road haulage industry. Nadeem has worked his way up from being a software engineer in the late 1980s and gives us a masterclass in how focusing on solving customer problems and taking a long term view of the business opportunity can drive value creation. Nadeem discusses the impact of changing technology and events such as the financ...
Nadeem Raza of Microlise
April 01, 2022 04:00 - 48 minutes - 44.3 MBBrendan D'Souza of Dowgate Capital joins me to talk to Nadeem Raza, CEO of Microlise. Microlise is a dominant software supplier to the UK logistics and road haulage industry. Nadeem has worked his way up from being a software engineer in the late 1980s and gives us a masterclass in how focusing on solving customer problems and taking a long term view of the business opportunity can drive value creation. Nadeem discusses the impact of changing technology and events such as the financ...
Chris Bogart of Burford Capital
March 04, 2022 05:00 - 43 minutes - 40.1 MBChris Bogart discusses how he started to dabble in litigation finance as a hobby, but the onset of the global financial crisis led to the formation of Burford Capital and a 12-year journey to industry leadership and a listing on the NYSE. Chris describes how culture, risk assessment and the adoption of data science have all played a part in helping Burford drive its competitive advantage in the developing market for litigation finance. David Seaman of Alpha Cygni Investment Manageme...
A Conversation with Chris Bogart of Burford Capital
March 04, 2022 05:00 - 43 minutes - 40.1 MBChris Bogart discusses how he started to dabble in litigation finance as a hobby, but the onset of the global financial crisis led to the formation of Burford Capital and a 12-year journey to industry leadership and a listing on the NYSE. Chris describes how culture, risk assessment and the adoption of data science have all played a part in helping Burford drive its competitive advantage in the developing market for litigation finance. David Seaman of Alpha Cygni Investment Manageme...
Jonathan Satchell of Learning Techologies Group
February 03, 2022 05:00 - 35 minutes - 32.5 MBGareth Evans of Progressive Equity joins me for a discussion with Jonathan Satchell, Founder and CEO of Learning Technologies. Jonathan talks about his early career, his passion for technology his journey into video training, eLearning and professional development leading to the creation of LTG and AIM IPO in 2013. He discusses how he and his partner, Chairman, Andrew Brode, chose to go the PLC route rather than use private equity. Jonathan shares some of his secret sauce of acquiri...
A Conversation with Jonathan Satchell of Learning Techologies Group
February 03, 2022 05:00 - 35 minutes - 32.5 MBGareth Evans of Progressive Equity joins me for a discussion with Jonathan Satchell, Founder and CEO of Learning Technologies. Jonathan talks about his early career, his passion for technology his journey into video training, eLearning and professional development leading to the creation of LTG and AIM IPO in 2013. He discusses how he and his partner, Chairman, Andrew Brode, chose to go the PLC route rather than use private equity. Jonathan shares some of his secret sauce of acquiri...
A Conversation with Morgan Tillbrook of Alpha FX
January 07, 2022 05:00 - 28 minutes - 26.4 MBIn this fascinating discussion, Morgan talks openly about how his dyslexia shaped his early life and was foundational in his becoming an entrepreneur. He also talks about how the combination of technology and high-performance people can deliver the complex requirements of large companies and financial institutions. He also talks about why his recent decision to decentralise the business was the best decision he has made since the inception of the business in 2009. Morgan also says d...
Morgan Tillbrook of Alpha FX
January 07, 2022 05:00 - 28 minutes - 26.4 MBIn this fascinating discussion, Morgan talks openly about how his dyslexia shaped his early life and was foundational in his becoming an entrepreneur. He also talks about how the combination of technology and high-performance people can deliver the complex requirements of large companies and financial institutions. He also talks about why his recent decision to decentralise the business was the best decision he has made since the inception of the business in 2009. Morgan also says d...
A Conversation with Angus Thirwell of Hotel Chocolat
December 16, 2021 04:30 - 51 minutes - 47.1 MBHotel Chocolat Co-founder and CEO Angus Thirwell delivers a masterclass in how to develop a customer-led business. We begin with a chat about Angu's early life and the evolution of the Hotel Chocolat brand. Angus talks about the benefits of being a founder-led business which has among other things allowed Hotel Chocolat to build long term sustainable growth by doing the right things and not just the easy things. Armed with a long term strategic ambition to deliver pleasure by chocol...
Angus Thirwell of Hotel Chocolat
December 16, 2021 04:30 - 51 minutes - 47.1 MBHotel Chocolat Co-founder and CEO Angus Thirwell delivers a masterclass in how to develop a customer-led business. We begin with a chat about Angu's early life and the evolution of the Hotel Chocolat brand. Angus talks about the benefits of being a founder-led business which has among other things allowed Hotel Chocolat to build long term sustainable growth by doing the right things and not just the easy things. Armed with a long term strategic ambition to deliver pleasure by chocol...
Alasdair Haynes of Aquis Exchange
November 25, 2021 04:30 - 35 minutes - 32.3 MBA Conversation with Alasdair Haynes, founder and CEO of Aquis Exchange. AIM-listed Aquis is a process innovator in the field of share trading and stock exchange technology. In offering the World's first subscription-based pricing Aquis offers its customers a marginal cost to trade of zero. The platform also reduces toxicity, or the impact cost of trading, improving execution efficiency. Aquis also runs a primary listings business called the Aquis Stock Exchange which competes with t...
A Conversation with Alasdair Haynes of Aquis Exchange
November 25, 2021 04:30 - 35 minutes - 32.3 MBA Conversation with Alasdair Haynes, founder and CEO of Aquis Exchange. AIM-listed Aquis is a process innovator in the field of share trading and stock exchange technology. In offering the World's first subscription-based pricing Aquis offers its customers a marginal cost to trade of zero. The platform also reduces toxicity, or the impact cost of trading, improving execution efficiency. Aquis also runs a primary listings business called the Aquis Stock Exchange which competes with t...
Sukh Chamdal of Cake Box
November 09, 2021 05:00 - 36 minutes - 33 MBIn today's episode, I am joined by Ben McKeown of Dowgate Wealth and we learn about the UK water buffalo, the importance of family values in company culture, what Gandhi said about customer care and how regular exercise stimulates creative thinking. Oh yes, we also learn about the amazing story behind the Amazon of cream cakes and how naughty but nice is returning to a high street near you after an absence of 30 years and some humbling examples about the importance of giving back. P...
A Conversation with Sukh Chamdal of Cake Box
November 09, 2021 05:00 - 36 minutes - 33 MBIn today's episode, I am joined by Ben McKeown of Dowgate Wealth and we learn about the UK water buffalo, the importance of family values in company culture, what Gandhi said about customer care and how regular exercise stimulates creative thinking. Oh yes, we also learn about the amazing story behind the Amazon of cream cakes and how naughty but nice is returning to a high street near you after an absence of 30 years and some humbling examples about the importance of giving back. P...
A Conversation with James Crawford of Naked Wines
November 01, 2021 05:00 - 32 minutes - 29.9 MBJames Crawford UK MD of Naked Wines talks about his decision to join the unprofitable business in 2014 after the relative security of Diageo. He explains why his love of wine and his love of Naked's unique business model attracted him to take the plunge. He talks about the challenges of navigating the acquisition by Majestic and then the later sale of that business which allowed Naked to focus its resources on the biggest prize, growth in North America. Gareth Evans is the Founder a...
James Crawford of Naked Wines
November 01, 2021 05:00 - 32 minutes - 29.9 MBJames Crawford UK MD of Naked Wines talks about his decision to join the unprofitable business in 2014 after the relative security of Diageo. He explains why his love of wine and his love of Naked's unique business model attracted him to take the plunge. He talks about the challenges of navigating the acquisition by Majestic and then the later sale of that business which allowed Naked to focus its resources on the biggest prize, growth in North America. Gareth Evans is the Founder a...
In the Company of Mavericks - Trailer
October 30, 2021 09:26 - 1 minute - 1.08 MBIn the Company of Mavericks is a series based on interviews with people who dared to be different and succeed. Along with a guest co-host in each episode, I talk to a maverick entrepreneur in an attempt to understand their journey, what makes them different and what we can learn from them. In the first couple of episodes, I talk to the people behind the Netflix of wine and the Amazon of cakes. Episode 1 - A Conversation with James Crawford of Naked Wines drops soon.