The Desert Island Investor

Titon Holdings (TON). My review of the 2026 AGM

Mark Atkinson and Paul Kerin — Sun, 29 Mar 2026 19:01:27 +0100

In previous episodes of the podcast about Titon Holdings PLC we've focused on Mark's concerns about the way that the board was dealing with some of the causes of the company's decline. However, after attending this year's AGM Mark has not only returned with a souvenir coffee mug, but he is also in a far happier mood. To find out what action the company has taken to cause his renewed optimism, assuming it's not just getting a free mug, listen to this, episode 45 of the Desert Island Investor.

Links:

Titon: https://www.titon.com

The Desert Island Investor is generously hosted by London City based analysts Progressive Equity Research at https://www.progressive-research.com. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

Created by Mark Atkinson | Produced by Paul Kerin | SFX from Freesound (CC-BY): Waves: juskiddink.

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.

Boycotts. How cherry-picking is stifling investment in good products

Mark Atkinson and Paul Kerin — Sun, 08 Mar 2026 13:31:09 +0000

Desert Island Discord is a series of podcasts where private investor Mark Atkinson talks about the aspects of investing that really grinds his gears. In this episode he discusses the problems caused for businesses when consumers cherry-pick things to boycott based on out-of-date information and moral flexibility.

If your own investment journey has been tainted by some poor practice that you think Mark should drag through the mud in a future episode, use the form on our website at https://www.thedesertislandinvestor.co.uk to recommend a topic.

Desert Island Discord and The Desert Island Investor are generously hosted by London City based analysts Progressive Equity Research at https://www.progressive-research.com. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

Created by Mark Atkinson | Produced by Paul Kerin | SFX from Freesound (CC-BY). Sword Fight SFX: FunWithSound.

Fundsmith. My review of the 2026 ASM fresh from the event

Mark Atkinson and Paul Kerin — Fri, 27 Feb 2026 18:33:20 +0000

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 2026 event in London.

Links:
Fundsmith: https://www.fundsmith.co.uk

The Desert Island Investor is generously hosted by London City based analysts Progressive Equity Research at https://www.progressive-research.com. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

Created by Mark Atkinson | Produced by Paul Kerin | SFX from Freesound (CC-BY): Waves: juskiddink.

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

The 2025 James Halstead AGM. A review of the stock and my microphone moment!

Mark Atkinson and Paul Kerin — Thu, 29 Jan 2026 13:23:59 +0000

James Halstead is a UK-based manufacturer and distributor of commercial flooring products. They offer high-quality vinyl flooring solutions under their flagship brand Polyflor, plus they are the company behind 12 other well known brands in the commercial flooring market. The company was formed in 1915 and went public in 1948 where it has gained considerable kudos for having raised its investor dividend for 49 consecutive years. In this episode of the podcast Mark provides an updated review of the company and explains why he took the unusual step of commandeering the microphone at the 2025 AGM.

Links:

James Halstead: https://jameshalstead.com

Created by Mark Atkinson | Produced by Paul Kerin | SFX from Freesound (CC-BY): Waves: juskiddink.

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

Secrets. Is hiding bad news from investors a cloak for insider dealing?

Mark Atkinson and Paul Kerin — Mon, 19 Jan 2026 16:54:50 +0000

Desert Island Discord is a new series of confrontational podcasts from The Desert Island Investor Mark Atkinson. In Mark's regular podcast he reviews his own stocks, but in these episodes he will be talking about some of the more negative aspects of the world of investing that really grinds his gears. In this episode 'Secrets' he exposes the reluctance of many PLCs to keep private investors promptly informed about issues that can negatively impact on their ROI. The topics discussed include the late issuance and irregular timing of RNS notices and the increased likelihood of insider dealing taking place when a privileged group of investors is closer to the business than anyone else.

Created by Mark Atkinson | Produced by Paul Kerin | SFX from Freesound (CC-BY) Sword Fight: FunWithSound.

My festive review of Magnum (MICC) Unilever's new ice-cream spin-off

Mark Atkinson and Paul Kerin — Mon, 22 Dec 2025 14:16:11 +0000

In this episode of the podcast Mark talks about Unilever spinning off its ice-cream business into a new investment opportunity The Magnum Ice Cream Company (MICC). Mark is already a Unilever shareholder so like many others he now eagerly awaits to see how the business will perform. Paul kits out the parrots in little Salvation Army outfits for a short carol service. Merry Christmas from everyone on the island!

Links:

Magnum: https://www.magnumicecream.com/uk/home.html

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. Cymbals and Bass Drum: colinb_1000. Tuba: sgossner. Triangle: zabuhailo. Applause: joedeshon. Parrot Jungle: soundbytez.

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

Question in a Bottle. Which stocks do you class as "the dregs"?

Mark Atkinson and Paul Kerin — Fri, 12 Dec 2025 15:41:40 +0000

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, subscriber Christopher asks Mark, which stocks in your portfolio do you class as "the dregs"?

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

My review of Smurfit Westrock and the growing consumer class

Mark Atkinson and Paul Kerin — Fri, 28 Nov 2025 13:21:25 +0000

In this episode Mark reviews his holding in Smurfit Westrock plc (ne Smurfit Kappa) a company that continues to expand their market lead in the world of corrugated, ecommerce and retail packaging. Mark runs through the figures in detail and also talks about how their success is, at least in part, attributable to a growing international consumer class which is reshaping the global economy.

Links:

Smurfit Westrock: https://www.smurfitwestrock.com/

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

My stock review of toy masters the Character Group plc

Mark Atkinson and Paul Kerin — Wed, 29 Oct 2025 20:42:56 +0000

In this episode of the podcast Mark will be discussing his investment in the Character Group plc, a company engaged in the both the design and worldwide distribution of toys, games and giftware. The business was founded in 1991 and has become a leading purveyor of famous toys such as Pepper Pig, Power Rangers, the Teletubbies, plus dozens more that Mark and I have never heard of.

Links:

The Character Group (corporate): https://www.thecharacter.com/

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

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

Question in a Bottle. What do you think about buybacks?

Mark Atkinson and Paul Kerin — Thu, 16 Oct 2025 22:15:33 +0100

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, subscriber Joseph Harbin asks Mark, what do you think about buybacks?.

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

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

My review of Intertek plus a London Investor Show ticket offer

Mark Atkinson and Paul Kerin — Wed, 01 Oct 2025 17:02:26 +0100

The Intertek Group is an FTSE 100 company that provides quality assurance solutions across a wide range of industries. They’re in the business of testing, inspecting and certifying the standards that apply to everything from food production and car engine emissions, to the quality of crude oil and the safety of toys and pharmaceutical products. Mark has recently invested and in this episode he reviews the company behind the stock. We are also giving away a limited number of complimentary tickets to the London Investor Show in October 2025.

Links:

Intertek: https://www.intertek.com/

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. Seagulls: justkiddink. Big structure collision: Osvoldon. Waves and wind: soundmary. Pigeons taking off: Nakhas.

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

I talk to Peter Hadsley-Chaplin, non-executive chair of M.P. Evans Group

Mark Atkinson and Paul Kerin — Wed, 10 Sep 2025 13:54:50 +0100

The M.P. Evans group plc supplies certified sustainable palm oil to product manufacturers worldwide. The business has an illustrious history, it ticks all the boxes with respect to ESG and through hard work and innovation it is thoroughly deserving of it's impressive market valuation. In this episode our guest castaway is Peter Hadsley-Chaplin, the current non-executive chairman and former CEO of the company. Listen now as he talks to Mark about his role in the success of the business and the inner workings of the M.P. Evans board

Links:

M.P. Evans Group: https://www.mpevans.co.uk/investors/market-prices/share-price

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

Question in a Bottle. What is your favourite stock?

Mark Atkinson and Paul Kerin — Sat, 16 Aug 2025 16:46:44 +0100

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, subscriber Martin Booth asks Mark, what is your favourite stock?

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

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

My review of UK biotech company Bioventix (BVXP)

Mark Atkinson and Paul Kerin — Tue, 29 Jul 2025 16:56:15 +0100

Bioventix are a UK biotech company that specialise in creating antibodies from sheep that are then used in diagnostic blood testing. The ailments that the Bioventix products can accurately detect include vitamin D deficiency, heart conditions, thyroid problems and most recently, Alzheimer’s. Mark has been a shareholder since 2017 and he has recently added to his holding. In this episode of the podcast he talks about his investment and how he sees the future panning out for Bioventix.

Links:

Bioventix: https://www.bioventix.com/

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

Question in a Bottle. What are your top ten holdings and weightings?

Mark Atkinson and Paul Kerin — Sun, 20 Jul 2025 21:28:01 +0100

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, subscriber Christopher Leigh asks Mark what his current top ten holdings and weightings are.

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

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

I interview Adam Rackley, fund manager at Cape Wrath Capital

Mark Atkinson and Paul Kerin — Fri, 27 Jun 2025 14:20:41 +0100

Fund manager Adam Rackley accredits his robust financial decision making to a lifestyle which includes numerous physical challenges. One of those challenges was to row across the Atlantic Ocean. In this episode of the podcast Mark talks with Adam to find out how that amazing feat of endurance has affected his strategic thinking.

For those that want more details about his transatlantic adventure, Adam has written a book called 'Salt, Sweat, Tears. The Men Who Rowed The Oceans' which you can buy on Amazon.

Links:

Cape Wrath Capital: https://capewrathcapital.com/

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

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

20 year old Joe Barry agrees that it’s never too early to start investing

Mark Atkinson and Paul Kerin — Sat, 14 Jun 2025 12:58:00 +0100

In this episode of the podcast Mark talks with Joe Barry who is an undergraduate at the London School of Economics and a relatively new private investor. Although Joe is just 20 he manages a small but profitable portfolio and he is looking forward to expanding it as part of his strategy for financial security.

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

GREGGS. My stock update, a spot of lunch and some shoplifting.

Mark Atkinson and Paul Kerin — Thu, 29 May 2025 15:05:32 +0100

In this episode Mark provides an update on the company's share performance. He also takes Paul for lunch at a GREGGS in Manchester where they discover that contrary to widespread belief the company is taking steps to prevent the theft of food from their outlets... just not the steps you might imagine.

Links:

Greggs:
https://www.greggs.co.uk/

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. Pigeon farm in Palestine: https://freesound.org/s/802459/

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

Question in a Bottle. Does flattery ever affect your decision making?

Mark Atkinson and Paul Kerin — Tue, 20 May 2025 18:23:08 +0100

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, subscriber 'Dorset Dave' asks Mark whether or not there's a risk that flattery from the management of a holding might influence his impartial opinion about that company.

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

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

A review of my holding in engineering polymer experts Victrex plc (VCT)

Mark Atkinson and Paul Kerin — Thu, 01 May 2025 12:22:21 +0100

Victrex plc are producers of high performance engineering polymers and a range of thermoplastic products including films, tapes, pipes, fibres and filaments. Victrex also offer a bespoke service for the design, prototyping and manufacture of injection moulded alternatives to metal parts. In this episode Mark talks about his holding in Victrex and explains how he sees the company's future supplying polymers and parts for use by the medical, aerospace and automobile industries.

Links:

Victrex
https://www.victrex.com/en/

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

Question in a Bottle. How will Trump's tariffs affect your investments?

Mark Atkinson and Paul Kerin — Sun, 20 Apr 2025 13:02:29 +0100

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, subscriber Jim Doherty asks Mark for his opinion on the recent trade tariffs introduced by Donald Trump.

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

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

The fight wasn't over when I visited the 2025 Titon Holdings AGM

Mark Atkinson and Paul Kerin — Thu, 03 Apr 2025 13:45:30 +0100

Titon Holdings plc (TON) is one of Mark's investments that has been dogged with problems and it is currently a loss-making component of his portfolio. In this podcast, Mark provides his feedback from attending their 2025 AGM where he was encouraged to see that work is being done to attempt a recovery. To listen to Mark's review of the previous 2024 AGM, which was a little more confrontational, follow the link below:

Titon Holdings 2024 AGM: https://share.transistor.fm/s/791954a6

Links:

Titon Holdings
https://www.titon.com/uk/investors/

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. Boxing photo: Mike Tyson knocks out Tyrell Biggs. BillCramer. Wikimedia Commons (CC-BY-SA 4.0). SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto. Parrot Jungle: SoundBytez. Street Drummers: kevp888.

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

Question in a Bottle. From the Financial Times, about Entain plc.

Mark Atkinson and Paul Kerin — Thu, 20 Mar 2025 11:47:06 +0000

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, a reporter from the Financial Times asks Mark for his opinion on the recent departure of the Entain CEO.

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

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

My personal review of the 2025 Fundsmith Annual Shareholders' Meeting

Mark Atkinson and Paul Kerin — Fri, 07 Mar 2025 12:08:10 +0000

Fundsmith, under the guidance of 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 stocks. In this podcast, Mark provides his feedback from attending the 2025 Fundsmith Annual Shareholders' Meeting.

Links:

Fundsmith
https://www.fundsmith.co.uk

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
https://uppbeat.io/t/yeti-music/peaceful-morning

My review of M.P. Evans (MPE). Part two. I visit an M.P. Evans plantation

Mark Atkinson and Paul Kerin — Fri, 14 Feb 2025 11:01:03 +0000

The M.P. Evans Group PLC owns a number of oil-palm plantations in Indonesia and the company is certified by the RSPO as a producer of sustainable palm oil. This is part two of a two-part podcast. In this episode Mark will be talking about his recent experience of visiting an M.P. Evans palm oil plantation on Bangka Island in Indonesia.

If you would like to listen to part one, in which Mark gives a performance update about his holding and also takes a closer look at the palm oil industry, follow the link below. As always, please hit the like button if you enjoyed this podcast and subscribe to the channel to be notified when future episodes are released.

Listen to part one of this podcast using the following link:

Listen on Transistor: https://share.transistor.fm/s/bd8266e2

Links:

M.P. Evans
https://www.mpevans.co.uk

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

My review of M.P. Evans (MPE). Part 1. Sustainable palm oil

Mark Atkinson and Paul Kerin — Thu, 30 Jan 2025 19:32:22 +0000

The M.P. Evans Group PLC owns a number of oil-palm plantations in Indonesia and the company is certified by the RSPO as a producer of sustainable palm oil. This is a two-part podcast. In this episode Mark provides a performance update about his holding in the stock and he and Paul take a closer look at the palm oil industry as an investment opportunity. In part two, which is coming soon, Mark will be talking about his recent experience of visiting an M.P. Evans plantation on Bangka Island in Indonesia. As always, please hit the like button if you enjoyed this podcast and subscribe to the channel to be notified when future episodes are released.

Links:

M.P. Evans
https://www.mpevans.co.uk

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

Question in a Bottle. Is it ethical to be a tax exile?

Mark Atkinson and Paul Kerin — Sun, 12 Jan 2025 22:34:03 +0000

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 Ormerod Green asks "Is it ethical to be a tax exile?".

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

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

A festive review of my 20-year holding in TESCO (TSCO)

Mark Atkinson and Paul Kerin — Fri, 20 Dec 2024 14:45:15 +0000

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.

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.

'A Grace before Dinner' by Robert Burns (public domain).

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

Question in a Bottle. How much time do you spend on research?

Mark Atkinson and Paul Kerin — Sun, 08 Dec 2024 14:39:55 +0000

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 into a bottle using the email form on 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

John Walter talks about his life and being a Zytronic non-executive director

Mark Atkinson and Paul Kerin — Fri, 22 Nov 2024 19:45:17 +0000

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.

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

Question in a Bottle. How might the 2024 budget affect you as an investor?

Mark Atkinson and Paul Kerin — Thu, 07 Nov 2024 18:10:02 +0000

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 your question into a bottle using the email form on 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

A personal review of my holding in Alliance Pharma plc (APH)

Mark Atkinson and Paul Kerin — Thu, 24 Oct 2024 10:49:25 +0100

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/

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

Question in a Bottle. What tips do you have to achieve early retirement?

Mark Atkinson and Paul Kerin — Sun, 13 Oct 2024 18:26:00 +0100

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

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

How macro events affect my investment in Genuit plc (GEN)

Mark Atkinson and Paul Kerin — Fri, 27 Sep 2024 15:31:09 +0100

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

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

Question in a Bottle. Which broker do you use and why?

Mark Atkinson and Paul Kerin — Tue, 17 Sep 2024 11:22:06 +0100

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 bottle using the email form on 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

I talk with David Barry, the private investor who sued Mississippi

Mark Atkinson and Paul Kerin — Fri, 30 Aug 2024 20:18:15 +0100

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 businesses. In this episode of the podcast Mark talks with David about his colourful career.

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

Question in a Bottle. How do you live off your dividends?

Mark Atkinson and Paul Kerin — Sun, 11 Aug 2024 17:45:47 +0100

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 into a bottle using the email form on 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

A personal review of Tristel (TSTL). My squeaky-clean stock.

Mark Atkinson and Paul Kerin — Sat, 27 Jul 2024 18:33:07 +0100

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.

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

Question in a Bottle. How do I pick a winner?

Mark Atkinson and Paul Kerin — Tue, 02 Jul 2024 17:35:22 +0100

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

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

Concurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeown

Mark Atkinson and Paul Kerin — Fri, 21 Jun 2024 11:57:20 +0100

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 I was pleased when their CEO Miles Adcock kindly agreed to visit me on the island for an interview. I am joined by investment consultant Jeremy McKeown.

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

I love Vimto and I've just invested in Nichols plc who make it

Mark Atkinson and Paul Kerin — Thu, 06 Jun 2024 13:20:51 +0100

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 doesn't like it.

If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at http://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

Question in a Bottle. When did you give up your day job?

Mark Atkinson and Paul Kerin — Wed, 22 May 2024 10:23:47 +0100

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 question into a bottle using the email form on https://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

There's money in laundering. My review of ME Group (MEGP)

Mark Atkinson and Paul Kerin — Fri, 03 May 2024 17:59:24 +0100

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 his smalls at an ME-Group Revolution Laundry.

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

Question in a Bottle. What were your worst disasters?

Mark Atkinson and Paul Kerin — Mon, 29 Apr 2024 10:45:38 +0100

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 into a bottle using the email form on https://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

I want Titon Holdings to be winners, but I didn't pull any punches at their 2024 AGM.

Mark Atkinson and Paul Kerin — Tue, 09 Apr 2024 21:28:06 +0100

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.

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

Question in a Bottle. How do I buy shares for my grandchildren?

Mark Atkinson and Paul Kerin — Wed, 27 Mar 2024 12:26:11 +0000

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

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

Fundsmith. My review of the 2024 Annual Shareholder Meeting.

Mark Atkinson and Paul Kerin — Wed, 06 Mar 2024 16:18:59 +0000

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

Question in a Bottle. When do you sell stocks?

Mark Atkinson and Paul Kerin — Fri, 16 Feb 2024 15:22:06 +0000

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

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

I invested in Entain Plc (ENT) Did I get a good deal?

Mark Atkinson and Paul Kerin — Thu, 01 Feb 2024 22:44:50 +0000

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.

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

Question in a Bottle. What are your top 5 stocks?

Mark Atkinson and Paul Kerin — Mon, 15 Jan 2024 17:51:16 +0000

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?".

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

A Christmas review of my investment in James Halstead (JHD)

Mark Atkinson and Paul Kerin — Fri, 15 Dec 2023 15:02:49 +0000

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

Why I think my holding in Somero (SOM) is a rock solid investment

Mark Atkinson and Paul Kerin — Thu, 30 Nov 2023 18:31:58 +0000

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

My personal take on Unilever (ULVR) one of my core stocks.

Mark Atkinson and Paul Kerin — Thu, 09 Nov 2023 20:12:54 +0000

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

As an investor I'm happy to sing the praises of Focusrite (TUNE)

Mark Atkinson and Paul Kerin — Thu, 19 Oct 2023 21:28:12 +0100

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.

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

Investing in property. With guest castaway Tom Entwistle of Landlord Zone

Mark Atkinson and Paul Kerin — Sun, 24 Sep 2023 19:49:50 +0100

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.

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/

Greggs (GRG) a review of one of my core portfolio stocks

Mark Atkinson and Paul Kerin — Tue, 29 Aug 2023 23:19:15 +0100

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?

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

I never get bored with Smurfit Kappa (SKG). Here's my stock review

Mark Atkinson and Paul Kerin — Sun, 06 Aug 2023 20:49:00 +0100

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 is from David Raywood who asks Mark to explain, what is EBITDA?

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Wave SFX by juskiddink (Freesound) Creative Commons Attribution Licence | Corkscrew SFX by YleArkisto (Freesound) Creative Commons Attribution Licence | 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

Smurfit Kappa Group | The Smurfit Kappa KARTENT (YouTube) | 10 Hours of Rain in a Cardboard Tent - Kent Survival (YouTube)

Why I added to my holding in STRIX (KETL) the masters of hot & cold water

Mark Atkinson and Paul Kerin — Wed, 19 Jul 2023 20:42:00 +0100

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, ambient or boiling water from a single tap at the touch of a button. In this episode of the podcast Mark explains why despite being underwater with this investment he sees promise in the future of STRIX and has just added to his holding. The 'Question in a Bottle' this time is from David Raywood who asks Mark for his thoughts about the investment strategy of averaging down.

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

Palma Bottled Water Statistics | UK Bottled Water Market value | All about electric kettles in America (Technology Connections YouTube channel)

Central Asia Metals (CAML) is one of my most promising stocks

Mark Atkinson and Paul Kerin — Mon, 19 Jun 2023 20:38:00 +0100

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) in his portfolio. The 'Question in a Bottle' this time is from Amit Vedhara who asks Mark, what are your views on the Share your Voice campaign?

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

Tesco (TSCO) is my longest held large-cap investment. Here's why

Mark Atkinson and Paul Kerin — Mon, 29 May 2023 20:34:00 +0100

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 investing in a supermarket. The 'Question in a Bottle' this time is from Nathan Sturgess who asks Mark, which investors do you respect the most and which books related to investing do you personally recommend?

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

My interview with Jeremy McKeown, stock market legend and podcaster

Mark Atkinson and Paul Kerin — Sun, 07 May 2023 20:13:00 +0100

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 to the mainland for some rest and recreation.

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

Dowgate Wealth (website) In the Company of Mavericks podcast (Spotify)

Is the wind of change imminent for Titon Holdings (TON)?

Mark Atkinson and Paul Kerin — Sun, 16 Apr 2023 20:08:00 +0100

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 is addressing those challenges. The 'Question in a Bottle' in this episode is from Declan who asks Mark, what is the PE Ratio?

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

Titon Holdings (website)

I acquired a new stock. Sustainable Palm Oil producer M.P. Evans (MPE)

Mark Atkinson and Paul Kerin — Wed, 29 Mar 2023 19:46:00 +0100

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 from Mark's wife Elaine who asks Mark, if you are planning to be on that island for some time, how do I get hold of the money in your portfolio if something happens to you? :-)

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

M.P. Evans (website)

Fundsmith. My feedback from the 2023 shareholders' meeting

Mark Atkinson and Paul Kerin — Tue, 07 Mar 2023 19:22:00 +0000

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 stocks. The 'Question in a Bottle' is from Matt Ellis who asks Mark, how did he start investing and what advice would he give to people who were thinking of starting their own portfolio today?

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

Fundsmith (website)

I review touch-screen manufacturer Zytronic (ZYT) and visit their AGM

Mark Atkinson and Paul Kerin — Mon, 13 Feb 2023 21:00:00 +0000

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 the United Kingdom. The question in a bottle is from Mathew Ellis who asks Mark, when do you sell your stocks?

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

Zytronic (website)

How to invest and relax. My intro and review of MTI Wireless Edge (MWE)

Mark Atkinson and Paul Kerin — Sun, 29 Jan 2023 19:30:00 +0000

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.

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

In the Company of Mavericks (podcast)