The Desert Island Investor

Written by: Mark Atkinson and Paul Kerin
  • Summary

  • 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 Bottle' where Mark answers listeners' questions about investing.
    © 2024 Mark Atkinson and Paul Kerin
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Episodes
  • A personal review of my holding in Alliance Pharma plc (APH)
    Oct 24 2024

    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 the CMA of engaging in anti-competitive practices.

    Links:

    Alliance Pharma
    https://www.alliancepharmaceuticals.com/

    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 https://www.thedesertislandinvestor.co.uk

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto. Justice statue on Central Criminal Court. Photograph by 'the wub'. Wikimedia Commons CC-BY-SA-4.0.

    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.

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    36 mins
  • Question in a Bottle. What tips do you have to achieve early retirement?
    Oct 13 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, 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 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 dot 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.

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    15 mins
  • How macro events affect my investment in Genuit plc (GEN)
    Sep 27 2024

    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.

    Links:

    Genuit Group
    https://www.genuitgroup.com/

    Weir and Carmichael
    https://www.weirbags.co.uk/flood-defence-traffic-management

    News articles mentioned in the podcast:

    Shocking flooding at Barratt Homes customer's house [Video]
    A Spokesman Said (YouTube channel) March 27 2015
    https://www.youtube.com/watch?v=8GL-VDRAT1I

    Gardens flood after new homes built over burn.
    Fife Today 18 Jan 2018
    https://www.fifetoday.co.uk/news/gardens-flood-after-new-homes-built-over-burn-1055215

    Residents voice fears over housing plans after flooding near Stourport.
    The Kidderminster Shuttle 22 February 2020
    https://www.kidderminstershuttle.co.uk/news/18252963.residents-voice-fears-housing-plans-flooding-near-stourport/

    Swaffham councillors raise concerns over flood risk for Barratt homes development.
    Lynn News 26 November 2020
    https://www.lynnnews.co.uk/news/flood-risk-issue-raised-over-185-homes-application-9142986/

    Dalgety Bay: Barratt Homes pledges to help resolve flooding issues.
    Dunfermline Press 17 February 2023
    https://www.dunfermlinepress.com/news/23328135.dalgety-bay-barratt-homes-pledges-help-resolve-flooding-issues/

    Petition launched to stop 116 houses being built on Hogshaw.
    Buxton Advertiser 07 June 2023
    https://www.buxtonadvertiser.co.uk/news/people/petition-launched-to-stop-116-houses-being-built-on-hogshaw-4172784

    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 https://www.thedesertislandinvestor.co.uk

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot 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.

    Show More Show Less
    45 mins

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