{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"Mello South 2018: Stephen English, Performance enhancers for your portfolio","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/a8b49fc2\"></iframe>","width":"100%","height":180,"duration":3208,"description":"The full video can be seen at: https://www.piworld.co.uk/2018/11/02/mello-south-2018-stephen-english-performance-enhancers-for-your-portfolio/\nStephen English, CFA, Blankstone Sington at MELLO South, June 2018. Presenting:Performance enhancers for your portfolio (plus other musings).\nThis is the calibre of Keynote Speakers at MELLO.\nMELLO London (26/27th November), is two days of similar Keynote speakers including Lord Lee of Trafford, Judith MacKenzie (Downing), Paul Scott and Graham Neary, plus a wide selection of interesting small cap companies, alongside Stockopedia, ShareSoc and other supporters of the investing community.\nHere’s a link to the MELLO Events website to sign up for the event.\nAnd here’s a link to our video about MELLO Derby which was earlier this year. \nA punchy presentation by Stephen outline key parts of his investment philosophy. What works? How does he make money for his clients? Thinking ahead. The psychology of investing. A check list of key criteria to look for in our own stock picking. Finally leaving us with a reading list, and recommended podcasts.\nIntroduction: Who is Stephen? What does he do? – 00:28Stephen’s investing style – 01:15 (Watch the fox in the background!)Dividends and Price/Earnings – 03:30Stephen’s creed – 09:39Investment process – 13:08A tripartite Approach (qualitative, quantitive, psychological) – 23:28Growth or Value – a false dichotomy -26:14Performance enhancing strategies – 27:22IPOs – 43:15Stock example: AlphaFX – 44:07Learning what can’t be taught – 45:10Questions for management – 45:53Blankstone Sington IHT portfolio performance – 46:43Recommended reading/listening – 47:45Summary – 49:58Q&A – 51:00","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}