
The Desert Island Investor
68 episodes — Page 1 of 2
Charities. Should PLCs be giving away investors money?
I talk emigration, money and tax with financial adviser Niall Allardice
Ep 45Titon Holdings (TON). My review of the 2026 AGM
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.comThe 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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
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 In this episode he discusses the problems caused for businesses when consumers cherry-pick things to boycott based on out-of-date information and moral flexibility.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. Desert Island Discord intro music by Paul Kerin and The Parrots of the Caribbean. (c) 2026Disclaimer: 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.
Ep 44Fundsmith. My review of the 2026 ASM fresh from the event
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.ukThe 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 43The 2025 James Halstead AGM. A review of the stock and my microphone moment!
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.comThe 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Secrets. Is hiding bad news from investors a cloak for insider dealing?
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. 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: FunWithSound. Desert Island Discord intro music by Paul Kerin and The Parrots of the Caribbean. (c) 2026Disclaimer: 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.
Ep 42My festive review of Magnum (MICC) Unilever's new ice-cream spin-off
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.htmlThe 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. Which stocks do you class as "the dregs"?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 41My review of Smurfit Westrock and the growing consumer class
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/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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 40My stock review of toy masters the Character Group plc
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/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.ukCreated 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.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. What do you think about buybacks?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 39My review of Intertek plus a London Investor Show ticket offer
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/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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 38I talk to Peter Hadsley-Chaplin, non-executive chair of M.P. Evans Group
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-priceThe 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. What is your favourite stock?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 37My review of UK biotech company Bioventix (BVXP)
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/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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. What are your top ten holdings and weightings?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 36I interview Adam Rackley, fund manager at Cape Wrath Capital
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/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.ukCreated 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. Rowing picture: Adam Rackley.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 3520 year old Joe Barry agrees that it’s never too early to start investing
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.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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 34GREGGS. My stock update, a spot of lunch and some shoplifting.
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/ 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. Does flattery ever affect your decision making?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 33A review of my holding in engineering polymer experts Victrex plc (VCT)
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:Victrexhttps://www.victrex.com/en/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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. How will Trump's tariffs affect your investments?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 32The fight wasn't over when I visited the 2025 Titon Holdings AGM
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 Holdingshttps://www.titon.com/uk/investors/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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. From the Financial Times, about Entain plc.
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 31My personal review of the 2025 Fundsmith Annual Shareholders' Meeting
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:Fundsmithhttps://www.fundsmith.co.ukThe 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXhttps://uppbeat.io/t/yeti-music/peaceful-morningDisclaimer: 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.
Ep 30My review of M.P. Evans (MPE). Part two. I visit an M.P. Evans plantation
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/bd8266e2Links:M.P. Evanshttps://www.mpevans.co.ukThe 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 29My review of M.P. Evans (MPE). Part 1. Sustainable palm oil
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. Evanshttps://www.mpevans.co.ukThe 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. Is it ethical to be a tax exile?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 28A festive review of my 20-year holding in TESCO (TSCO)
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 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. How much time do you spend on research?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 27John Walter talks about his life and being a Zytronic non-executive director
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 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. How might the 2024 budget affect you as an investor?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 26A personal review of my holding in Alliance Pharma plc (APH)
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 Pharmahttps://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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. What tips do you have to achieve early retirement?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 25How macro events affect my investment in Genuit plc (GEN)
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 Grouphttps://www.genuitgroup.com/Weir and Carmichaelhttps://www.weirbags.co.uk/flood-defence-traffic-managementNews articles mentioned in the podcast:Shocking flooding at Barratt Homes customer's house [Video]A Spokesman Said (YouTube channel) March 27 2015https://www.youtube.com/watch?v=8GL-VDRAT1IGardens flood after new homes built over burn.Fife Today 18 Jan 2018https://www.fifetoday.co.uk/news/gardens-flood-after-new-homes-built-over-burn-1055215Residents voice fears over housing plans after flooding near Stourport.The Kidderminster Shuttle 22 February 2020https://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 2020https://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 2023https://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 2023https://www.buxtonadvertiser.co.uk/news/people/petition-launched-to-stop-116-houses-being-built-on-hogshaw-4172784The 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. Which broker do you use and why?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 24I talk with David Barry, the private investor who sued Mississippi
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.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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. How do you live off your dividends?
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.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 23A personal review of Tristel (TSTL). My squeaky-clean stock.
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 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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. How do I pick a winner?
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 bottle using the email form on https://www.thedesertislandinvestor.co.ukQuestion 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 22Concurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeown
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.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.ukCreated 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 21I love Vimto and I've just invested in Nichols plc who make it
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.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 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. When did you give up your day job?
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.ukQuestion 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.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 20There's money in laundering. My review of ME Group (MEGP)
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.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 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. What were your worst disasters?
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.ukQuestion 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.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 19I want Titon Holdings to be winners, but I didn't pull any punches at their 2024 AGM.
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 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 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. How do I buy shares for my grandchildren?
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.ukQuestion 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.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.
Ep 18Fundsmith. My review of the 2024 Annual Shareholder Meeting.
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 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 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-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.

Question in a Bottle. When do you sell stocks?
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.ukQuestion 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.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: 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.