The duo reunite after the festive period for a conversation on how Lord Lee’s portfolio performed, why he feels optimistic about the next 12 months and how he’s invested a strong flow of dividends.
The pair discuss Christie Group plc, a stock Lord Lee suggests is “severely underrated”, his opinion on what to do with a company that’s down 50 per cent, and British big-names ITV (ITV), Aviva (AV) and Supermarket Income Reit (SUPR).
The episode rounds up in the typical style, updating listeners on new holdings or recent exits in Lord Lee’s portfolio.
If you have any questions you would like answered in the podcast, please send them to alex.newman@ft.com
Timestamps
1:14 Optimism about the year ahead
3:48 2024 review
5:20 Reinvesting dividends
6:55 Christie Group plc
10:54 What he would do at a 50 per cent loss
13:41 Should companies consult investors
15:38 Aviva and Direct Line
19:39 ITV
21:30 Supermarket Income Reit
27:18 New position
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