

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 2026 CHARITY is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN https://www.justgiving.com/page/twinpetesinvestingpodcast2026?utm_medium=FR&utm_source=TW & more ShareScope https://www.sharescope.co.uk/landing.jsp special discount offer code : TwinPetes Investors’ Chronicle special offers https://www.investorschronicle.co.uk/product-matrix?pageSource=header-cta&referer=cta Henry Viola-Heir’s blog https://theethicalentrepreneur.com/ Powder Monkey Brewing Co https://powdermonkeybrewing.com/collections/all-products : TWINPETES You can find our audio Twin Petes Investing #podcasts on numerous platforms (PLEASE also search for Conkers' Corner) including these: AUDIOBOOM https://audioboom.com/channels/4937399-conkers-corner AMAZON Music https://music.amazon.co.uk/podcasts/d4e7c169-5c01-4a3c-9b0a-e6d3e1fd8aa8/conkers'-corner APPLE iTunes https://podcasts.apple.com/gb/podcast/conkers-corner/id1384481834 SPOTIFY https://open.spotify.com/show/2G8k3SUL72PyvO2xfSuz5j 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. .......... 00:00 INTRO 00:24 MEET FORMER FUND MANAGER CHARLIE HUGGINS 04:13 GREAT LESSONS FROM MANAGING MONEY 06:03 TRANSITION FROM FUND MANAGER TO PRIVATE INVESTOR 09:35 HUMANS ARE NOT DESIGNED FOR INVESTING 11:00 LONG-TERM INVESTING CONSTRAINTS 16:23 WINNING INVESTING STRATEGIES 23:37 Ai FEARS & IRRATIONAL BEHAVIOUR 27:55 RELX 29:45 Ai RISKS OF DISRUPTION 33:45 Ai BUBBLE / APPLE / NVIDIA / WALMART / COSTCO 35:58 WARNING SIGNS & BONDS 36:55 PORTFOLIO MANAGEMENT & MANAGEMENT RISKS 39:49 DIPLOMA PLC 40:40 VALUATION RISKS & RUNNING WINNERS 42:05 SELL TRIGGERS & PERFORMANCE 44:23 SECTORS TO AVOID 48:00 EXPERIAN / RELX / DIPLOMA 01:03:45 PRIMARY HEALTH PROPERTIES 01:06:30 ACTIVE ASSET MANAGEMENT 01:09:20 BEST & WORSE REASONS TO BUY 01:10:10 WHERE TO FIND CHARLIE HUGGINS 01:11:11 CHARLIE HUGGINS' RECENT BLOGS 01:14:20 OUTRO ..........



