{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"piworld Thursday webinar: Keith Ashworth-Lord, CIO, Sanford Deland Buffettology Fund","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/02beeb82\"></iframe>","width":"100%","height":180,"duration":3254,"description":"This video can be seen at: https://www.piworld.co.uk/2020/05/08/piworld-thursday-webinar-keith-ashworth-lord-cio-sanford-deland-buffettology-fund/\n \nKeith’s COVID-19 survival strategy\nKeith’s background – 00:45The fund’s performance – 04:15When did you think CV19 was going to affect the markets? – 05:12Is this bear market different? – 06:25Did it cause you to sell any companies? – 07:09Changes in the top 10 holdings – 09:04Provident Financial (PFG) – 10:25Which holdings have benefitted from CV19? – 11:40Are there any new companies in the portfolio? – 12:35Buying into a company, when does the share price become attractive? – 13:12Position size of holdings? – 15:52How has liquidity been over the period? – 17:20Has the watch list changed? – 18:27Keith’s investing caveats – 18:58Games Workshop (GAW) – 24:12Porters five forces – 26:30What do expect with the markets from here? – 27:15Q&A – 28:16  \nOther companies mentioned:Driver Group (DRV), Restaurant Group (RTN), Revolution bars (RBG) – 31:10; Liontrust Asset Management (LIO), Bioventix (BVXP), Rollins (ROL), Experian (EXPN) – 33:00; Paypoint (PAY); RM (RM.) 33:55. Softcat (SCT) – 36:00. Craneware (CRW) – 37:4039:05 Scapa (SCPA) 45:15. Trifast (TRI) – 47:20; Liontrust Asset Management (LIO) – 49:15\nAbout Keith Ashworth-Lord, CIO, Sanford Deland The Buffettology Fund\nKeith is a Chartered Fellow of the Chartered Institute for Securities & Investment, having formerly been an individual member of the Stock Exchange, and he holds the Investment Management Certificate of the United Kingdom Society of Investment Professionals.\nPrior to setting up the business and the UK Buffettology Fund, he was a self-employed Consultant working with a variety of stockbroking, fund management and private investor clients. His work has been rewarded with the accolade of winning three top-three sectoral, and one top-ten general, Thomson-Reuters StarMine stock-picking awards in 2008, 2009 and 2010.\nKeith experienced investment epiphany in...","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}