piworld: Andy Brough's 3 minute StockSlam & other gems

This video can be seen at: https://www.piworld.co.uk/2021/04/30/piworld-andy-broughs-3-minute-stockslam-other-gems/   Andy commented on Twitter on the Stockopedia/piworld StockSlam from April; we catch up with Andy to hear what caught his eye, how he perceives the retail investor, how to ‘Slam a stock’ and reflections from his career as a Fund Manager. A stream of investing gems to entertain and inform. 00:30 Stockopedia/piworld StockSlam & the PI community; mentions of John Menzies (MNZS), Tandem (TND) & Micro Focus (MCRO) & DX Group (DX.) 03:09 Liquidity and size of position in the fund with reference to Xaar (XAR) 04:17 What can the retail investor learn from the Fund Manager? 07:11 If you have 3 minutes to pitch a stock, what do you need to cover? 09:07 Selling: How do you know those stocks that keep growing and those that don’t. 11:13 Dart Group (JET2) 11:44 What did you learn from selling too early? ITM Power (ITM), AFC Energy (AFC) 14:03 3 minute StockSlam: Studio Retail Group (STU) 18:56 How important is the retail investor to listed companies? 20:09 Andy’s children and investing 24:24 What advice would you give to your younger self? 28:32 Should companies be communicating with retail investors? 29:22 Do you favour meeting management? 31:55 Ted Baker (TED) 32:55 Placings: will they continue? 34:26 What do you think of markets at the moment? 36:28 How do you feel about inflation? If you want to join us for the next StockSlam on Wednesday 19th May 6pm, register here.  At several points, Andy refers to a piworld interview with Rosemary Banyard, Fund manager at VT Downing Unique Opportunities Fund, watch here.  About Andy Brough: • Head of the UK & European Small and Mid Cap team • Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund • Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund • Co-manager of Schroder ISF European Smaller Companies • Investment career commenced on joining Schroders in 1987 • Chartered Accountant • BSc in Economics, Manchester University