Diary of a UK Stock Investor 163 - Let's Analyse Some Stocks
Nov 13, 2025
The host celebrates a new milestone in their investing journey. They delve into JD Wetherspoon's challenges, including sluggish sales and mounting debt. Next, Clarkson plc shines with robust revenue and zero debt, showcasing a strong reinvestment strategy. Finally, Duolingo's rapid growth is highlighted, but its high valuation raises eyebrows. This episode offers insightful stock analyses and a glimpse into a long-term investment philosophy.
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Podcast Growth Through Consistency
- Chris recounts early podcast growth from ~100 downloads to over 9,000 monthly due to consistency.
- He credits showing up weekly and building a routine for listeners as the main growth driver.
Prefer Reinvestment Over Large Dividends
- Avoid companies that pay out most free cash flow as dividends if you want capital growth; prefer reinvestment.
- Use dividends only when they align with long-term value creation or to buy more shares yourself.
ROIC Reveals Compounding Power
- Return on invested capital (ROIC) signals how efficiently a company compounds.
- Low ROIC (e.g., ~3%) indicates a business that may struggle to produce high long-term returns.