Published by The Investor Way
The Investor Way is a weekly investing podcast focused on UK stocks and shares.
Listen on Apple Podcasts32 min
In this episode we discuss Games Workshop, Unilever, LSEG, Greggs, Rightmove & Coca-Cola $gaw $ulvr $lseg $grg $rmv $ko #gaw #ulvr #lseg #grg #rmv #ko
40 min
In this episode we discuss Ocado, Barratt Redrow, Funding Circle, ASML, ITV & Intuitive Surgical $ocdo $btrw $fch $asml $itv $isrg #ocdo #btrw #fch #asml #itv #isrg
34 min
In this episode we discuss Moonpig, Babcock, Associated British Foods, Sainsbury's, Baltic Classifieds Group & Sunbelt Rentals $moon $bab $abf $sbry $bcg $sunb #moon #bab #abf #sbry #bcg #sunb
33 min
In this episode we discuss Tesco, AO World, Whitbread, Safestore, WH Smith & Alphabet $tsco $ao $wtb $safe $smwh $goog #tsco #ao #wtb #safe #smwh #goog
31 min
In this episode we discuss British American Tobacco, B&M, SSE, Hollywood Bowl, Pets at Home & PayPal $bats $bme $sse $bowl $pets $pypl #bats #bme #sse #bowl #pets #pypl
34 min
In this episode we discuss British Land Co, Sage, Ibstock, AutoTrader, M&S & Cranswick $blnd $sge $ibst $auto $mks $cwk #blnd #sge #ibst #auto #mks #cwk
35 min
In this episode we discuss Greggs, Burberry, Imperial Brands, Premier Foods, TUI & Nvidia $grg $brby $imb $pfd $tui1 $nvda #grg #brby #imb #pfd #tui1 #nvda
43 min
In this episode we discuss Airtel Africa, Novo-Nordisk, Rightmove, JD Sports, Trainline & Disney $aaf $novob $rmv $jd. $trn $dis #aaf #novob #rmv #jd. #trn #dis
31 min
In this episode we discuss Aston Martin, Unilever, Whitbread, The Magnum Ice Cream Company, GSK & Coca-Cola $aml $ulvr $wtb $micc $gsk $ko #aml #ulvr #wtb #micc #gsk #ko
35 min
In this episode we discuss ASOS, RELX, British Land Co, LSEG, Reckitt & Associated British Foods $asc $rel $blnd $lseg $rkt $abf #asc #rel #blnd #lseg #rkt #abf
32 min
In this episode we discuss Imperial Brands, Unite Group, Barratt Redrow, ASML, Tesco & Taiwan Semiconductor Manufacturing Co $imb $utg $btrw $asml $tsco $tsm #imb #utg #btrw #asml #tsco #tsm
39 min
In this episode we discuss Unilever, AG Barr, Boohoo, Wise, ASOS & Netflix $ulvr $bag $debs $wise $asc $nflx #ulvr #bag #debs #wise #asc #nflx
37 min
In this episode we discuss Kingfisher, Next, Applied Nutrition, Carnival, Gamma Communications & Alibaba $kgf $nxt $apn $ccl $gama $baba #kgf #nxt #apn #ccl #gama #baba
44 min
Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has continued working as a director and financial advisor at Jeremy Kaye Portfolio Management, as well as this he continues to run his fund. The fund has generated over 50% returns in each of the previous two years. We catch up on his fund performance, work as a financial advisor, the interaction between the two, his screening process, and the use of AI in his industry. Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.
1 hr 21 min
In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in April 2025. Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this he continues to run a special situations fund, although the focus of the fund has changed. Joe shares his experience of purchasing a business, his experience in the financial advice industry, and changes to his own investment philosophy since his first interview, as well as discussing some of the stocks currently in his portfolio. Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.
39 min
In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.
35 min
In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.
36 min
In this episode we discuss Dominos, Persimmon, Supermarket Income REIT, J D Wetherspoon, TrustPilot & Sunbelt Rentals $dom $psn $supr $jdw $trst $sunb #dom #psn #supr #jdw #trst #sunb
31 min
In this episode we discuss Ibstock, ITV, Reckitt Benckiser, LSE Group, Taylor Wimpey & Tritax Big Box REIT $ibst $itv $rkt $lseg $tw. $bbox #ibst #itv #rkt #lseg #tw. #bbox
34 min
In this episode we discuss Diageo, Mony Group, Aston Martin, Rightmove, Haleon & Wix $dge $mony $hln $rmv $aml $wix #dge #mony #hln #rmv #aml #wix