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المحتوى المقدم من Jeremy McKeown. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Jeremy McKeown أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Premium Chocolate & Value Investing with Angus Thirwell & Gary Channon

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Manage episode 401244540 series 3000801
المحتوى المقدم من Jeremy McKeown. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Jeremy McKeown أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

For today’s episode, I am joined by David Seaman of Alpha Cygni Asset Management for a conversation with two mavericks, an entrepreneur and an investor.

Angus Thirwell is the co-founder and CEO of Hotel Chocolat and was on Episode 4 in December 2021. Angus has just completed the sale of Hotel Chocolat to Mars for a value of £534m and has decided to roll most of his stake in the company into the Mars family structure as he sees an increased opportunity for the brand to grow under its new ownership.

Gary Channon is the founder and CIO of Phoenix Asset Management with a disciplined value style of investing detailed in previous episodes with James Wilson. Gary heads a team that manages UK-listed investment vehicles, Aurora Investment Trust and Castelnau.

We are treated to a master class in how Angus’s careful stewardship of his premium branded chocolate and the culture required to develop its full potential led him to his partnership with one of the world’s biggest and most successful family businesses.

And how Gary’s disciplined approach to research and valuation delivered a stunning return by acquiring a 15% stake in Hotel Chocolat after its post-pandemic setback.

We cover a lot of ground and discuss the health of the UK stock market, how to think about investing in consumer-facing businesses and how failing and learning from mistakes is an important part of developing a business whether in premium chocolate or asset management.

Gary also talks about taking the funeral business Dignity private and this latest addition to the portfolio, Churchill China.

Please enjoy our conversation with the mavericks, Angus Thirwell and Gary Channon.

Brought to you by Progressive Equity Research.

  continue reading

34 حلقات

Artwork
iconمشاركة
 
Manage episode 401244540 series 3000801
المحتوى المقدم من Jeremy McKeown. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Jeremy McKeown أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

For today’s episode, I am joined by David Seaman of Alpha Cygni Asset Management for a conversation with two mavericks, an entrepreneur and an investor.

Angus Thirwell is the co-founder and CEO of Hotel Chocolat and was on Episode 4 in December 2021. Angus has just completed the sale of Hotel Chocolat to Mars for a value of £534m and has decided to roll most of his stake in the company into the Mars family structure as he sees an increased opportunity for the brand to grow under its new ownership.

Gary Channon is the founder and CIO of Phoenix Asset Management with a disciplined value style of investing detailed in previous episodes with James Wilson. Gary heads a team that manages UK-listed investment vehicles, Aurora Investment Trust and Castelnau.

We are treated to a master class in how Angus’s careful stewardship of his premium branded chocolate and the culture required to develop its full potential led him to his partnership with one of the world’s biggest and most successful family businesses.

And how Gary’s disciplined approach to research and valuation delivered a stunning return by acquiring a 15% stake in Hotel Chocolat after its post-pandemic setback.

We cover a lot of ground and discuss the health of the UK stock market, how to think about investing in consumer-facing businesses and how failing and learning from mistakes is an important part of developing a business whether in premium chocolate or asset management.

Gary also talks about taking the funeral business Dignity private and this latest addition to the portfolio, Churchill China.

Please enjoy our conversation with the mavericks, Angus Thirwell and Gary Channon.

Brought to you by Progressive Equity Research.

  continue reading

34 حلقات

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