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The Alpha Podcast
December 11, 2020
The Alpha Podcast: Behind the balance sheet
Phil Oakley chats with former analyst and hedge fund investor Steve Clapham about his new book and how to research companies well
December 04, 2020
Alpha Podcast: Quality control
Quality shares have thrived this year, but can it continue - Phil Oakley and James Norrington examine three highly rated companies
November 27, 2020
Alpha Podcast: Battered Britain
Phil Oakley discusses the increasing difficulties of investing in UK companies
November 20, 2020
The Alpha Podcast: Sticking with quality shares
Phil Oakley explains why he likes Procter and Gamble for his Fantasy Sipp, critiques Croda's latest acquisition and says why he prefers steady quality companies and more
November 06, 2020
The Alpha Podcast: Surviving lockdown
What a second lockdown could mean for retailers, how Auto Trader is making hay by helping the car industry keep its head above water, and whether there's value in a bombed out cyclical.
October 23, 2020
The Alpha Podcast: Brand power
John Hughman and Phil Oakley talk about three companies where the power of their trusted brands matters more than ever
October 16, 2020
The Alpha Podcast: Delivering returns
How online shopping has transformed Dunelm's business, whether Asos can shake off the economic challenges affecting its core customer base, and why Domino's troubles are far from behind it
October 09, 2020
The Alpha Podcast: Bargain hunting
John Hughman talks to Simon Thompson about the outlook for global stock markets and the strategies he's using to identify companies fit for the Covid era
October 02, 2020
The Alpha Podcast: Don't write off retail
John Hughman and Phil Oakley head to the shops to see which retailers are surviving – and even thriving – in the face of the pandemic
September 25, 2020
The Alpha Podcast: Travel crunch
Two companies in the travel sector that have borne the brunt of Covid-19, why lockdown is proving good news for one specialist retailer, and a distributor that's expanding despite the difficult economic backdrop
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