{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"The investing principles of Andrew Hollingworth - Part one","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/a7fea52d\"></iframe>","width":"100%","height":180,"duration":2101,"description":"This video can be seen at: https://www.piworld.co.uk/2020/03/20/the-investing-principles-of-andrew-hollingworth-part-one/\n \nA fantastic interview with Andrew Hollingworth, Founder and Fund Manager of HollAnd Advisors, an investment management & investment research company.\nWe cover Andrew’s investing principles, with much drawn from Warren Buffett and John Templeton. He has a strong focus on ‘value’ and ‘franchise’ orientated analysis, and lasers in on ROTA.\nNote, this was recorded during February 2020, before the COVID-19 market meltdown. The world has changed since then, undoubtedly Andrew will be finding bargains more easily now! Further, the economic landscape for some of those companies mentioned, has changed radically.\nAndrew’s background – 00:56What do HollAnd Advisors do? – 01:50What makes the fund different? – 04:27What returns are you achieving? – 05:33What time frame are you buying for? – 06:41What’s your criteria for stock selection? – 07:32What do you mean by a franchise? – 08:14How do you value a company? – 11:25How easy is it to find franchises at a value you’re happy to pay? – 15:03Charles Schwab (NYSE.SCHW) – 16:11 JD Weatherspoon (LON.JDW) – 18:08Disney (NYSE.DIS) – 18:23 Liquidity – 20:50Dart (LON.DTG) – 22:54Apple (NASDAQ:AAPL) – 24:16How do companies come on your radar? – 25:30Are you very US focussed? – 26:44Has the change in the UK political leadership made the UK more interesting? – 28:26How have special situations or deep value worked? – 30:22Which companies or sectors do you perceive as good value? – 31:30\nAbout Andrew Hollingworth:\nAndrew started working in the investment industry when he was just 18 years old, having bought his first share when he was just 14. Andrew founded Holland Advisors around 15 years ago. At the time, Andrew realised that there was a proven way to be a more successful investor. The core driver behind the investment process at Holland is the use of investment approaches proved successful by the likes of Buffett...","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}