piworld interview with Keith Ashworth-Lord, CIO Sandford Deland's Buffettology Fund. Keith's CV19 survival strategy. What he's been buying and selling. His views on current markets. Plus his enduring investment caveats. Business focussed investment. Lots of audience questions on current holdings. Open, no-nonsense thoughts of a very experienced investor. A must watch for any investor.

Companies mentioned:

Provident Financial (LON:PFG) - 10:25; Games Workshop (LON:GAW) - 24:12; Driver (LON:DRV), Restaurant (LON:RTN), Revolution Bars (LON:RBG) – 31:10; Liontrust Asset Management (LON:LIO), Bioventix (LON:BVXP) Rollins (ROL), Experian (LON:EXPN) – 33:00; £PAY; Rm (LON:RM.) - 33:55. Softcat (LON:SCT) – 36:00. Craneware (LON:CRW) – 37:40. Scapa (LON:SCPA) - 45:15. Trifast (LON:TRI) – 47:20; Liontrust Asset Management (LON:LIO) – 49:15

This is a recording of the piworld Thursday webinar from 7th May 2020.

Next week's piworld Thursday webinar is with Spencer Crooks FCSI ex Director of Marketing Making at Winterflood Securities. Do join us to have answered, your burning Market Maker questions. Register via this link.


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