TWIN PETES INVESTING Podcast 173: With special guest, former fund manager Charlie Huggins. Winning investing strategies, Ai fears & irrational behaviours, Apple, Nvidia, Relx, Experian, Walmart, Costco, Diploma, PHP, DCF model, FT Flic Charity Fundraise &
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The topics, stocks and shares mentions / discussed include:
Winning investing strategies with special guest former fund manager Charlie Huggins
Diploma / DPLM
Relx / REL
Experian / EXPN
Primary Health Properties / PHP
Walmart / WMT / CostCo / COST
Nvidia / NVDA / Apple / AAPL
Bonds / Real Estate Investment Trusts / REITS
Transition from fund manager to private investor
Ai bubble?
Ai winners & losers
Preferred quality & valuation metrics
Cyclical businesses
Research & the importance of cashflow producing assets
Discounted Cashflow Model
Why cash matters
Behavioural biases
Stocks / Shares
Investing
Financial Education
The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN
& more
ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES
The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.