The Desert Island Investor

Listen to the experiences and strategies of private investor, Mark Atkinson. Mark's long-term investments enabled him to become financially independent and to retire at the comparatively early age of 53. The stocks he reviews are from his actual portfolio, not a 'virtual' one, so these are genuine win-some, lose-some stories. We hope that you'll also enjoy regular feature 'Question in a Bottle' where Mark answers listeners' questions about investing.

The Desert Island Investor

Episode posted on 09/04/2024

If a company that you invest in is under-performing, attending their Annual General Meeting gives you an opportunity to find out what they are doing to resolve any issues. In this episode Mark gives a blow-by-blow account of his discussion with the directors of Titon Holdings at their 2024 AGM.

The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at www.thedesertislandinvestor.co.uk

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel.com. SFX from Freesound (CC0/CC-BY): Waves: juskiddink. Corkscrew and Birds singing loudly in a Caribbean forest: YleArkisto.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 27/03/2024

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 Investor. In this episode, podcast subscriber ROSYGOLFER asks Mark "How do I buy shares for my grandchildren?".

If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bottle using the email form on https://www.thedesertislandinvestor.co.uk

Question in a Bottle and The Desert Island Investor podcast are generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 06/03/2024

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 attends their annual shareholder meetings. In this episode he reports back from the 2024 event in London.

The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at www.thedesertislandinvestor.co.uk.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 16/02/2024

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 Investor. In this episode, podcast subscriber BRUCIE5 asks Mark "When do you sell your stocks?".

If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bottle using the email form on https://www.thedesertislandinvestor.co.uk

Question in a Bottle and The Desert Island Investor podcast are generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 01/02/2024

Entain plc (ENT) is an international sports-betting and gambling company. It owns many well known betting brands including Coral, Ladbrokes, PartyPoker, Sportingbet and Foxy Bingo. In this episode of the podcast Mark explains the slightly complex story behind his holding in Entain and gives his thoughts on investing in the gambling sector.

The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at www.thedesertislandinvestor.co.uk.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 15/01/2024

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 Investor. In this episode, podcast subscriber BRUCIE5 asks Mark "What are your top 5 stocks?".

Question in a Bottle and The Desert Island Investor podcast are generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 15/12/2023

James Halstead plc is a UK based company which is primarily engaged in the manufacturing and distribution of commercial floor coverings. Their geographical area includes Europe and Scandinavia, Australasia, Asia and the Rest of the World. In this festive episode Mark runs through the figures and outlines his confidence in the company as a long term investment. Paul reads the parrots a Christmas poem.

This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration: rawpixel.com - FreePik (CC-BY) Parrots pic: Horst Dunkhorst (Pexels). SFX - Freesound (CC0/CC-BY) Waves: juskiddink. Corkscrew: YleArkisto. Thunder: digifishmusic. Rainfall: nonzeroenfilade. Poem: The night before Christmas - Clement Clarke Moore (public domain).

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

James Halstead: https://jameshalstead.com

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 30/11/2023

Somero Enterprises Inc. manufactures innovative laser-guided machinery used in horizontal concrete installations. Their equipment is used to ensure that the concrete floors of large warehouses are perfectly level and safe. In this episode Mark discusses the qualities of the company and the potential for growth in light of the increasing demand for online-shopping fulfilment centres. Paul threatens to attend a Somero product demonstration dressed as Elvis.

This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration: rawpixel.com - FreePik (CC-BY) SFX - Freesound (CC0/CC-BY) Waves: juskiddink. Corkscrew: YleArkisto. Online shopping picture: Bogdan Hoyaux - WikiMedia Commons

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Somero: https://www.somero.com

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 09/11/2023

Unilever Plc is a manufacturer and supplier of fast-moving consumer goods with over 400 brands to its name. The company's portfolio comprises food products, beauty and personal care products, beverages, home care products, vitamins, minerals and supplements. In this episode of the podcast Mark reviews the organisation as one of his core holdings. Paul gives one of the island's parrots a Unilever brand recognition test.

The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto. Macaw: felix.blume. Wings: Nakhas. Parrot Jungle: soundbytez.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Unilever (PLC): https://www.unilever.com

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 19/10/2023

Focusrite plc is a global music and audio products group that develops and markets proprietary hardware and software products. Their solutions are used by audio professionals and amateur musicians alike in the quest for the highest possible quality of both live and studio recordings. In this episode of the podcast Mark reviews the company in respect to its solid performance as one of his smaller holdings.

The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | SFX from Freesound (Creative Commons Attribution Licence): Waves and Seagulls: juskiddink.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Focusrite (PLC): https://focusriteplc.com/history.html

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 24/09/2023

Our guest castaway Tom Entwistle washed up on the beach this morning and in payment for his safe return to the mainland he has to endure a grilling from Mark. In this episode Tom talks about his success in property investing and the challenges that the market faces. Plus he reveals the story behind the incredibly popular online resource for UK landlords, Landlord Zone.

The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | SFX from Freesound (Creative Commons Attribution Licence): Waves: juskiddink.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Landlord Zone: https://www.landlordzone.co.uk/

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

Episode posted on 29/08/2023

Greggs seem to be going from strength to strength at the moment and this is one of Mark's core stocks. In this episode he talks in detail about Greggs and explains the compelling investment argument. Paul visits the new Greggs drive-through in Bolton to sample their cheese and onion bake. The 'Question in a Bottle' is from Jonathan Murphy who asks Mark, does director trading influence you?

The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | SFX from Freesound (Creative Commons Attribution Licence): Waves: juskiddink, Corkscrew: YleArkisto. Question in a Bottle illustration courtesy of Freepik.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Greggs  | Greenhalgh's  | Carrs

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.