Paul Kerin

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Recommended Episode 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 ...

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S1 E34 May 29, 2025

GREGGS. My stock update, a spot of lunch and some shoplifting.

In this episode Mark provides an update on the company's share performance. He also takes Paul for lunch at a GREGGS in Manchester where they discover that contrary to...

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S1 E May 20, 2025

Question in a Bottle. Does flattery ever affect your decision making?

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 E33 May 01, 2025

A review of my holding in engineering polymer experts Victrex plc (VCT)

Victrex plc are producers of high performance engineering polymers and a range of thermoplastic products including films, tapes, pipes, fibres and filaments. Victrex a...

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S1 E Apr 20, 2025

Question in a Bottle. How will Trump's tariffs affect your investments?

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 E32 Apr 03, 2025

The fight wasn't over when I visited the 2025 Titon Holdings AGM

Titon Holdings plc (TON) is one of Mark's investments that has been dogged with problems and it is currently a loss-making component of his portfolio. In this podcast,...

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S1 E Mar 20, 2025

Question in a Bottle. From the Financial Times, about Entain plc.

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 E31 Mar 07, 2025

My personal review of the 2025 Fundsmith Annual Shareholders' Meeting

Fundsmith, under the guidance of portfolio manager Terry Smith, invest in equities on a global basis and the company’s approach is to be a long-term investor in its ch...

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S1 E30 Feb 14, 2025

My review of M.P. Evans (MPE). Part two. I visit an M.P. Evans plantation

The M.P. Evans Group PLC owns a number of oil-palm plantations in Indonesia and the company is certified by the RSPO as a producer of sustainable palm oil. This is par...

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S1 E29 Jan 30, 2025

My review of M.P. Evans (MPE). Part 1. Sustainable palm oil

The M.P. Evans Group PLC owns a number of oil-palm plantations in Indonesia and the company is certified by the RSPO as a producer of sustainable palm oil. This is a t...

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S1 E Jan 12, 2025

Question in a Bottle. Is it ethical to be a tax exile?

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...