Paul Kerin

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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...

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S1 E28 Dec 20, 2024

A festive review of my 20-year holding in TESCO (TSCO)

In this episode of the podcast, Mark reviews his 20-year holding in supermarket giant TESCO and looks at how the 2024 budget and other issues are likely to affect futu...

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S1 E Dec 08, 2024

Question in a Bottle. How much time do you spend on research?

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 E27 Nov 22, 2024

John Walter talks about his life and being a Zytronic non-executive director

As well as talking about John's globe-trotting childhood and his illustrious career, Mark and John discuss one thing that they have in common, their investment in touc...

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S1 E Nov 07, 2024

Question in a Bottle. How might the 2024 budget affect you as an investor?

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 E26 Oct 24, 2024

A personal review of my holding in Alliance Pharma plc (APH)

Alliance Pharma PLC is a leading international healthcare business. The company was established in the UK over 20 years ago and today it markets products in over 100 c...

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S1 E Oct 13, 2024

Question in a Bottle. What tips do you have to achieve early retirement?

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 E25 Sep 27, 2024

How macro events affect my investment in Genuit plc (GEN)

In addition to conducting a focused financial assessment, looking at how the bigger picture might affect your potential investments is equally important. In this episo...

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S1 E Sep 17, 2024

Question in a Bottle. Which broker do you use and why?

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 E24 Aug 30, 2024

I talk with David Barry, the private investor who sued Mississippi

David Barry is a successful and well known private investor with interests that can best be described as eclectic. Aside from instigating this ambitious American law s...

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S1 E Aug 11, 2024

Question in a Bottle. How do you live off your dividends?

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...