For this episode I talked to Richard Simmons from Derby Street Managers.
Richard is author of the book ‘Buffett: Step By Step’ published all the way back in 1999.
In this episode Richard gives an overview the two funds he manages and the type of companies he like to invest in.
He also gives a breakdown of his thesis for investing in Naked Wines [WINE] and Robert Walters [RWA].
Founder of Capital Employed Newsletter. https://www.capitalemployed.com
Thanks Jon for posting this (and to someone who posted in the comments somewhere).
I never usually listen to investing podcasts, but made an exception and I really enjoyed this.
By pure coincidence I too bought Synergie last week (French recruitment company) so it was nice to have my own biases confirmed.
Thanks again
A
I did play it and it was interesting, I hold both Naked Wines (LON:WINE) and Robert Walters (LON:RWA).
I had a look at their website, as never heard of them before, but could.not find any figures on the funds performance.
If you go to this page https://derbystreetmanagers.co...
and click on the 'click here' link it will take you to a form where you can download their factsheets.
They have 11% of their UK fund in Naked Wines, so quite high conviction.
