The Desert Island Investor

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.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 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?".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.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.

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-morningLicense code: L0TLWWJDT28JVSTXJames Halstead: https://jameshalstead.comDisclaimer: 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.

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-morningLicense code: L0TLWWJDT28JVSTXSomero: https://www.somero.comDisclaimer: 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.

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-morningLicense code: L0TLWWJDT28JVSTXUnilever (PLC): https://www.unilever.comDisclaimer: 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.

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.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 | SFX from Freesound (Creative Commons Attribution Licence): Waves and Seagulls: juskiddink.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXFocusrite (PLC): https://focusriteplc.com/history.htmlDisclaimer: 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.

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.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 | SFX from Freesound (Creative Commons Attribution Licence): Waves: juskiddink.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXLandlord Zone: https://www.landlordzone.co.uk/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.

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?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 | 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-morningLicense code: L0TLWWJDT28JVSTXGreggs | Greenhalgh's | CarrsDisclaimer: 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.

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?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 | 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-morningLicense code: L0TLWWJDT28JVSTX Smurfit Kappa Group | The Smurfit Kappa KARTENT (YouTube) | 10 Hours of Rain in a Cardboard Tent - Kent Survival (YouTube)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.

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. 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 | 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-morningLicense code: L0TLWWJDT28JVSTXPalma Bottled Water Statistics | UK Bottled Water Market value | All about electric kettles in America (Technology Connections YouTube channel)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.

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? 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 | 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-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.

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?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 | 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-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.

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. 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 | 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 | Boat paddling SFX by: | Wind SFX by: | Nightclub SFX by:Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDowgate Wealth (website) In the Company of Mavericks podcast (Spotify)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.

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? 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 | 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 | Barometer photo credit: CCBY. Collection of Aukland Museum Tamaki Paenga Hira, col 2748.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXTiton Holdings (website)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.

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? :-)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 | 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-morningLicense code: L0TLWWJDT28JVSTXM.P. Evans (website)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.

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?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 | 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-morningLicense code: L0TLWWJDT28JVSTXFundsmith (website)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.

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?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 | 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-morningLicense code: L0TLWWJDT28JVSTXZytronic (website)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.

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.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 | 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-morningLicense code: L0TLWWJDT28JVSTXIn the Company of Mavericks (podcast)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.