Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio.
Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex continue their discussion on the role of non-executive directors (NEDs) as share ambassadors, as well as what lies ahead for private investors in the wake of Labour’s win.
Timestamps
1:11 Lok’nStore sell
6:13 Britvic
9:56 ITV purchase
12:09 Braemar purchase
18:00 Non-executive director holdings
24:01 Labour government
