Paul Kerin

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Recommended Episode S1 E47 Jun 03, 2026

Nichols PLC (NICL). My visit to their 2026 AGM

Nichols plc (ticker symbol NICL) is the business behind a number of popular beverage creations most notably the classic soft drink brand Vimto. Mark took a position in...

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S1 E May 13, 2026

Charities. Should PLCs be giving away investors money?

In this episode of the podcast Mark bemoans the practice of corporate charity donations and how giving his money away affects the value of his investments. Paul propos...

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S1 E46 Apr 27, 2026

I talk emigration, money and tax with financial adviser Niall Allardice

If Britain's current economic climate is making you think seriously about moving abroad, you'll be interested in hearing the wisdom of today's guest castaway, Niall Al...

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S1 E45 Mar 29, 2026

Titon Holdings (TON). My review of the 2026 AGM

In previous episodes of the podcast about Titon Holdings PLC we've focused on Mark's concerns about the way that the board was dealing with some of the causes of the c...

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S1 E Mar 08, 2026

Boycotts. How cherry-picking is stifling investment in good products

Desert Island Discord is a series of podcasts where private investor Mark Atkinson talks about the aspects of investing that really grinds his gears. In this episode h...

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S1 E44 Feb 27, 2026

Fundsmith. My review of the 2026 ASM fresh from the event

Fundsmith, under the guidance of portfolio manager Terry Smith, invest in equities on a global basis. Mark has been invested in Fundsmith for many years and regularly ...

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S1 E43 Jan 29, 2026

The 2025 James Halstead AGM. A review of the stock and my microphone moment!

James Halstead is a UK-based manufacturer and distributor of commercial flooring products. They offer high-quality vinyl flooring solutions under their flagship brand ...

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S1 E Jan 19, 2026

Secrets. Is hiding bad news from investors a cloak for insider dealing?

Desert Island Discord is a new series of confrontational podcasts from The Desert Island Investor Mark Atkinson. In Mark's regular podcast he reviews his own stocks, b...

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S1 E42 Dec 22, 2025

My festive review of Magnum (MICC) Unilever's new ice-cream spin-off

In this episode of the podcast Mark talks about Unilever spinning off its ice-cream business into a new investment opportunity The Magnum Ice Cream Company (MICC). Mar...

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S1 E Dec 12, 2025

Question in a Bottle. Which stocks do you class as "the dregs"?

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Inve...

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S1 E41 Nov 28, 2025

My review of Smurfit Westrock and the growing consumer class

In this episode Mark reviews his holding in Smurfit Westrock plc (ne Smurfit Kappa) a company that continues to expand their market lead in the world of corrugated, ec...

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S1 E40 Oct 29, 2025

My stock review of toy masters the Character Group plc

In this episode of the podcast Mark will be discussing his investment in the Character Group plc, a company engaged in the both the design and worldwide distribution o...

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S1 E Oct 16, 2025

Question in a Bottle. What do you think about buybacks?

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Inve...

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S1 E39 Oct 01, 2025

My review of Intertek plus a London Investor Show ticket offer

The Intertek Group is an FTSE 100 company that provides quality assurance solutions across a wide range of industries. They’re in the business of testing, inspecting a...

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S1 E38 Sep 10, 2025

I talk to Peter Hadsley-Chaplin, non-executive chair of M.P. Evans Group

The M.P. Evans group plc supplies certified sustainable palm oil to product manufacturers worldwide. The business has an illustrious history, it ticks all the boxes wi...

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S1 E Aug 16, 2025

Question in a Bottle. What is your favourite stock?

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Inve...

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S1 E37 Jul 29, 2025

My review of UK biotech company Bioventix (BVXP)

Bioventix are a UK biotech company that specialise in creating antibodies from sheep that are then used in diagnostic blood testing. The ailments that the Bioventix pr...

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S1 E Jul 20, 2025

Question in a Bottle. What are your top ten holdings and weightings?

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Inve...

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S1 E36 Jun 27, 2025

I interview Adam Rackley, fund manager at Cape Wrath Capital

Fund manager Adam Rackley accredits his robust financial decision making to a lifestyle which includes numerous physical challenges. One of those challenges was to row...

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S1 E35 Jun 14, 2025

20 year old Joe Barry agrees that it’s never too early to start investing

In this episode of the podcast Mark talks with Joe Barry who is an undergraduate at the London School of Economics and a relatively new private investor. Although Joe ...