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. The stocks that Mark reviews on this channel are from his real portfolio and not a 'virtual' portfolio, so these are genuine win-some, lose-some stories. We hope that you'll also enjoy our regular feature 'Question in a Bottl ...
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Sport, Culture, and other stuff from 2 hopeless addicts
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A festive review of my 20-year holding in TESCO (TSCO)
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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 future performance and share value. Paul gets the Parrots to say grace before eating their Christmas dinner. The Desert Island Investor podcast is generously hosted by London City based a…
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Question in a Bottle. How much time do you spend on research?
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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, listener Wilf Taylor asks "How much time do you spend on research?". If you would like to hear Mark's opinion on an investing-related topic, pop your question i…
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John Walter talks about his life and being a Zytronic non-executive director
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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 touch-screen technology business Zytronic. The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTub…
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Question in a Bottle. How might the 2024 budget affect you as an investor?
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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, listener Edward Brown asks "How might the 2024 budget affect you as an investor?". If you would like to hear Mark's opinion on an investing-related topic, pop y…
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A personal review of my holding in Alliance Pharma plc (APH)
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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 countries worldwide. In this episode Mark reveals how the business is performing for shareholders and he also delves into the intriguing incident when Alliance were falsely accused by …
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Question in a Bottle. What tips do you have to achieve early retirement?
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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, listener Jim Doherty asks "What tips do you have to achieve early retirement?". If you would like to hear Mark's opinion on an investing-related topic, pop your…
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How macro events affect my investment in Genuit plc (GEN)
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In addition to conducting a focused financial assessment, looking at how the bigger picture might affect your potential investments is equally important. In this episode Mark discusses how climate change and population growth have become catalysts for the flood prevention solutions offered by Genuit plc, the company formerly known as PolyPipe. Link…
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Question in a Bottle. Which broker do you use and why?
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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, listener Anthony Beech asks "Which broker do you use and why?". If you would like to hear Mark's opinion on an investing-related topic, pop your question into a…
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I talk with David Barry, the private investor who sued Mississippi
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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 suit his career ranges from being an investment banker and antique dealer, to prospecting for gold. Most significantly he is a major shareholder (above 3%) in a number of listed busine…
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Question in a Bottle. How do you live off your dividends?
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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, listener Darren Wrigley asks "How do you live off your dividends?". If you would like to hear Mark's opinion on an investing-related topic, pop your question in…
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A personal review of Tristel (TSTL). My squeaky-clean stock.
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The demand for the effective sterilisation of medical equipment is one that is unlikely to ever change. In this episode Mark reviews his holding in Tristel, the inventors of a patented biocide which is effective across a wide range of medical applications. The Desert Island Investor podcast is generously hosted by London City based analysts Progres…
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Question in a Bottle. How do I pick a winner?
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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, Katherine Amos asks Mark "How do you choose your stocks?". If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bott…
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Concurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeown
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Concurrent Technologies plc is a British company that designs and manufactures ultra-rugged computer boards for use in integrated systems. These products are designed to be durable and reliable in extreme conditions and their markets include defence, aerospace, scientific research and telecommunications. I have been a shareholder for a while now so…
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I love Vimto and I've just invested in Nichols plc who make it
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Nichols plc (NICL) is the business behind a number of soft drink creations most notably the classic brand Vimto. Mark has just taken a position in Nichols and in this episode he explains why he thinks the company has a promising future. On the island Paul tries out Vimto on the Parrots and discovers he's the only living creature on the planet that …
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Question in a Bottle. When did you give up your day job?
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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, fellow investor Paul Igoe asks Mark "When did you give up your day job?". If you would like to hear Mark's opinion on an investing-related topic, pop your quest…
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There's money in laundering. My review of ME Group (MEGP)
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ME-Group International plc (MEGP) are vending machine experts and they install and operate instant-service equipment in 17 countries around the world. Photo-booths and 24/7 laundry machines are two of their core products. In this episode Mark explains why this holding has been so successful and he puts his underwear where his mouth is by washing hi…
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Question in a Bottle. What were your worst disasters?
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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, fellow investor Paul Igoe asks Mark "What were your worst disasters?". If you would like to hear Mark's opinion on an investing-related topic, pop your question…
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I want Titon Holdings to be winners, but I didn't pull any punches at their 2024 AGM.
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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 hoste…
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Question in a Bottle. How do I buy shares for my grandchildren?
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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…
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Fundsmith. My review of the 2024 Annual Shareholder Meeting.
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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 …
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Question in a Bottle. When do you sell stocks?
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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 …
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I invested in Entain Plc (ENT) Did I get a good deal?
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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 Dese…
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Question in a Bottle. What are your top 5 stocks?
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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 …
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A Christmas review of my investment in James Halstead (JHD)
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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…
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Why I think my holding in Somero (SOM) is a rock solid investment
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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 …
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My personal take on Unilever (ULVR) one of my core stocks.
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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. P…
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As an investor I'm happy to sing the praises of Focusrite (TUNE)
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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 respec…
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Investing in property. With guest castaway Tom Entwistle of Landlord Zone
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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 land…
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Greggs (GRG) a review of one of my core portfolio stocks
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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 …
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I never get bored with Smurfit Kappa (SKG). Here's my stock review
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Smurfit Kappa is a FTSE 100 company and one of the leading providers of paper-based packaging in the world with operations in over 30 countries. In this episode of the podcast Mark explains why he has maintained faith in Smurfit Kappa through thick and thin. Paul points out that they even make a cardboard tent. The 'Question in a Bottle' this time …
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Why I added to my holding in STRIX (KETL) the masters of hot & cold water
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STRIX (KETL) is based on the Isle of Man and is the company behind a patented bi-metallic thermostatic switch which can be found in homes around the world. Applications include kettles, irons and toasters. Through a series of acquisitions the company has also diversified into water filtration products and a remarkable system that delivers chilled, …
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Central Asia Metals (CAML) is one of my most promising stocks
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On the basis that less is more, the quest for less CO2 emissions will undoubtedly require the production of more copper wiring and copper components as the world focuses on renewable energy and electric vehicles. In this episode Mark explains that although he is not a fan of mining stocks, he is nonetheless happy to have Central Asia Metals (CAML) …
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Tesco (TSCO) is my longest held large-cap investment. Here's why
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Tesco supermarket (TSCO) is just one of several options if you're looking to add a large-cap retail business to your portfolio. In this episode of the podcast Mark explains why he invested in Tesco and why he has held that investment for so long. He breaks down his investment argument into 5 categories that will be useful for anyone thinking of inv…
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My interview with Jeremy McKeown, stock market legend and podcaster
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Jeremy McKeown has worked in the City for over 4 decades in both fund management and stockbroking. He is currently a well respected investment consultant and he also hosts the popular podcast 'In the company of Mavericks' on Spotify and other podcasting channels. In this episode Mark talks at length with Jeremy about his journey and Paul heads off …
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Is the wind of change imminent for Titon Holdings (TON)?
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Will a cold stock warm up again? This is the question that Mark faced with his holding in Titon Holdings (TON), so he went off on a fact-finding mission to get a clearer picture of how his investment might pan out in the future. In this episode he reviews the stock, explains the challenges that the company was facing and reveals how the management …
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I acquired a new stock. Sustainable Palm Oil producer M.P. Evans (MPE)
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In this episode of the podcast Mark reviews the latest addition to his portfolio, sustainable palm oil producer M.P. Evans (MPE). M.P. Evans Group PLC owns oil-palm plantations in Indonesia and also has an investment in a property company in Malaysia. Its shares are traded on the London Stock Exchange AIM. The 'Question in a Bottle' this time is fr…
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Fundsmith. My feedback from the 2023 shareholders' meeting
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In this podcast, Mark provides his feedback from attending the Fundsmith Annual Shareholder's Meeting as well as the first Fundsmith regional event in Manchester. Fundsmith, under the guidance of legendary 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 chosen stock…
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I review touch-screen manufacturer Zytronic (ZYT) and visit their AGM
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In this episode, Mark provides his personal review of touch screen manufacturer Zytronic (ZYT) and talks about his experience of attending their 2023 AGM. Zytronic are global leaders in providing touch screen solutions that are durable and responsive. The Zytronics Group operates from three modern factories which are all located on a single site in…
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How to invest and relax. My intro and review of MTI Wireless Edge (MWE)
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In this first episode of his new podcast, Mark explains his basic philosophy about investing and also provides a personal review of a recent addition to his portfolio, MTI Wireless Edge (MWE). This Israeli company is a world leader in the development and production of antenna solutions for both military and commercial markets. The Desert Island Inv…
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The Desert Island Podcast: Bachelorette Preview 2016 Sean and Mitchell discuss The Seven Wonders of the Ancient World, R.L Stine’s extensive repertoire, and the men of the latest season of ABC’s “The Bachelorette.”Av The Desert Island
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The Desert Island Podcast: Bach Bros 2015 edition In which Mitchell and Sean discuss DMX, the intricacies of the executive recruiting world, and the bachelors for the 2015 season of ABC’s The BacheloretteAv The Desert Island
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The Desert Island World Cup Podcast: CONCACApable Edition Sean and Mitchell and special guest Stephen discuss CONCACAF, Wayne Rooney, Drogba, Mitchell being wrong, and look ahead to Ecuador v. Switzerland, France v. the mighty Honduras, and Argentina v. Bosnia HerzegovinaAv The Desert Island
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In which Sean and Mitchell introduce a special button, discuss Brazil v. Croatia, Mexico v. Croatia, Spain v. Netherlands, Australia v. Chile, dodgy refereeing, and anti-Australian sentiment. The Desert Island World Cup Podcast: Dodgy Refereeing EditionAv The Desert Island
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The Desert Island Emergency Podcast In which Mitchell and Sean discuss the Landon Donovan Incident, the USMNT 23-man roster, Cristiano Ronaldo and their respective club teams. And Lupe Fiasco.Av The Desert Island
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The Desert Island Podcast: Episode 2 In which Mitchell and Sean discuss the USMNT 2-2 draw against Mexico, Sean jinxes his Portland Timbers, Mitchell eulogizes TV without Pity, and both wax rhapsodic about The Real World.Av The Desert Island
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