Uploaded July 2025 | Updated September 2026, 2 weeks ago
After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfolio and questions sent in by listeners. From his thoughts on his biggest holding M&G (MNG) to Cerillion (CER) CEO Louis Hall’s decision to sell a chunk of his holding, Lord Lee shares his invaluable knowledge acquired through his half-century career in investing.
As usual, the episode wraps up with an update on Lord Lee’s portfolio, with the latest buys and sells, including one of Simon Thompson’s 2025 Bargain Shares.
Timestamps
00:13 Introduction
00:51 Lord Lee’s take on the market
2:54 The government’s growth agenda
4:58 M&G
9:36 PZ Cussons
13:04 Treatt
15:32 Listen question on Cerillion
18:02 Braemar’s decision to cut its dividend
20:58 Reduction in Supermarket Income Reit
22:48 Two new positions
28:19 Updates from Lord Lee’s long-term holdings
#investing #finance #personalfinance #investments #business
Listen to our podcasts: investorschronicle.co.uk/podcasts
Subscribe to Investors' Chronicle: investorschronicle.co.uk/product-matrix
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.
Follow The Companies and Markets Show on @YouTube: youtube.com/playlist?list=PLnrcXTQl38frCLdb4HDxepjhvod-gN662
Follow Lee and the IC: youtube.com/playlist?list=PLnrcXTQl38fqB-A5bJJ-GtFjm3Q9S9Xnx
Listen to our interviews here: youtube.com/playlist?list=PLnrcXTQl38fo1Oio19rTsLt9fD2s4hKst
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After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfolio and questions sent in by listeners. From his thoughts on his biggest holding M&G (MNG) to Cerillion (CER) CEO Louis Hall’s decision to sell a chunk of his holding, Lord Lee shares his invaluable knowledge acquired through his half-century career in investing.
As usual, the episode wraps up with an update on Lord Lee’s portfolio, with the latest buys and sells, including one of Simon Thompson’s 2025 Bargain Shares.
Timestamps
00:13 Introduction
00:51 Lord Lee’s take on the market
2:54 The government’s growth agenda
4:58 M&G
9:36 PZ Cussons
13:04 Treatt
15:32 Listen question on Cerillion
18:02 Braemar’s decision to cut its dividend
20:58 Reduction in Supermarket Income Reit
22:48 Two new positions
28:19 Updates from Lord Lee’s long-term holdings
#investing #finance #personalfinance #investments #business
Listen to our podcasts: investorschronicle.co.uk/podcasts
Subscribe to Investors' Chronicle: investorschronicle.co.uk/product-matrix
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.
Follow The Companies and Markets Show on @YouTube: youtube.com/playlist?list=PLnrcXTQl38frCLdb4HDxepjhvod-gN662
Follow Lee and the IC: youtube.com/playlist?list=PLnrcXTQl38fqB-A5bJJ-GtFjm3Q9S9Xnx
Listen to our interviews here: youtube.com/playlist?list=PLnrcXTQl38fo1Oio19rTsLt9fD2s4hKst
Follow us on LinkedIn: linkedin.com/showcase/financial-times---investors-chronicle
Follow us on Instagram: instagram.com/investorschronicle/?hl=en
Get the latest investing updates on WhatsApp: whatsapp.com/channel/0029VaD6zjW9WtBxc0gFG13F
