How do you find the next "supernormal" company in a world of radical uncertainty?
In this episode, Progressive's Jeremy McKeown sits down with Jamie Ward, author of the Wonder Stocks newsletter and a mathematician-turned-investor who survived the Global Financial Crisis.
Jamie shares his framework for identifying stocks capable of 20% compound growth and discusses the profound influence of
Nick Sleep (Nomad Capital) on his investment philosophy. They dive deep into why stock selection is about more than just "crunching numbers" and evaluate two specific UK-listed companies: Frasers Group (FRAS) and Wise (WISE).
They also tackle the controversial rise of passive investing. Jamie explains why he views index trackers as a "parasite" on market efficiency and how retail investors should navigate this shift to protect their capital.
In this episode, you’ll learn:
- How to filter for companies with 50x to 100x return potential.
- The specific stock selection criteria Jamie uses to find "Wonder Stocks."
- The bull case for Frasers and Wise.
- How to adjust your portfolio for the impact of passive flows.
What is PIWORLD Investor Podcasts?
Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk