{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"Stephen English webinar: A plague on all our houses - How to repair some of the damage","html":"","width":"100%","height":180,"duration":4072,"description":"This video can be seen here: https://www.piworld.co.uk/2020/04/10/stephen-english-webinar-a-plague-on-all-our-houses-how-to-repair-some-of-the-damage/\n \nThe piworld Thursday webinar with Stephen English.\nStephen gives us his interpretation of the current COVID-19 markets and his investing strategy to navigate where we're at. Peppered with Stephen's wry humour, and full of investing gems. It's superb!\nIntro - 00:19 For those who don’t know you, give us a very short overview of your background – 00:42 What’s your thoughts on the current market, did you see it coming? – 01:17 Do you think the market has hit the bottom? – 04:17 What is your strategy? – 16:50 Has this changed the business case for any companies you hold? - 24:25 Liquidity: Could you sell if you wanted to? - 27:13 Who will be the winners? - 31:29 Who will be the losers? - 39:29What are you looking for in companies? - 44:46 Do you think there will be a credit squeeze, everyone holding onto their cash, so severe cashflow pressure? - 46:54 Will there be more M&A: survival of the fittest? Do you see this in any specific sector? - 47:46 What sort of recovery do you think we will have? U, V, W, L or a letter that doesn’t exist? - 50:57 And what structurally will change? (Supply chain, etc) - 54:11 How will government monetary and fiscal policy be financed? Do you think the IHT BPR status is in danger, or other taxes imposed? - 57:15 Q & A 1:02:43\nCompanies mentioned: Tristel (TSTL). Accrol (ACRL). Smart Metering Systems (SMS). Begbies Traynor (BEG). FRP Advisory (FRP). Strix (KETL). Tracsis (TRCS). Oxford Metrics (OXG). Shoe Zone (SHOE). K3 Business Technology (KBT) Alliance Pharma (APH). EMIS (EMIS). The Property Franchise Group (TPFG). Hollywood Bowl (BOWL). RA International (RAI).\nThe webinar slides can be downloaded here.\nStephen's Investment philosophy can be downloaded here.  \nAbout Stephen English \nStephen is a Director of Investment Services, at Blankstone Sington. Stephen has managed Blankstone...","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}