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In this episode Mark reviews his holding in Smurfit Westrock plc (ne Smurfit Kappa) a company that continues to expand their market lead in the world of corrugated, ecommerce and retail packaging. Mark runs through the figures in detail and also talks about how their success is, at least in part, attributable to a growing international consumer class which is reshaping the global economy.
Links:
Smurfit Westrock: https://www.smurfitwestrock.com/
The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.
If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk
Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.
Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX
Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
Links:
Smurfit Westrock: https://www.smurfitwestrock.com/
The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.
If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk
Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.
Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX
Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
Creators and Guests
What is The Desert Island Investor?
The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53.
The stocks that Mark reviews on this channel are from his real portfolio and not a 'virtual' portfolio, so these are genuine win-some, lose-some stories.
We hope that you'll also enjoy our regular feature 'Question in a Bottle' where Mark answers listeners' questions about investing.