The Desert Island Investor

Mark Atkinson and Paul Kerin

The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. The stocks that Mark reviews on this channel are from his real portfolio and not a 'virtual' portfolio, so these are genuine win-some, lose-some stories. We hope that you'll also enjoy our regular feature 'Question in a Bottle' where Mark answers listeners' questions about investing. read less
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Episodes

Concurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeown
Jun 21 2024
Concurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeown
Concurrent Technologies plc is a British company that designs and manufactures ultra-rugged computer boards for use in integrated systems. These products are designed to be durable and reliable in extreme conditions and their markets include defence, aerospace, scientific research and telecommunications. I have been a shareholder for a while now so I was pleased when their CEO Miles Adcock kindly agreed to visit me on the island for an interview. I am joined by investment consultant Jeremy McKeown.The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.ukCreated by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
My personal take on Unilever (ULVR) one of my core stocks.
Nov 9 2023
My personal take on Unilever (ULVR) one of my core stocks.
Unilever Plc is a manufacturer and supplier of fast-moving consumer goods with over 400 brands to its name. The company's portfolio comprises food products, beauty and personal care products, beverages, home care products, vitamins, minerals and supplements. In this episode of the podcast Mark reviews the organisation as one of his core holdings. Paul gives one of the island's parrots a Unilever brand recognition test.The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel.com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto. Macaw: felix.blume. Wings: Nakhas. Parrot Jungle: soundbytez. Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXUnilever (PLC): https://www.unilever.comDisclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
Greggs (GRG) a review of one of my core portfolio stocks
Aug 29 2023
Greggs (GRG) a review of one of my core portfolio stocks
Greggs seem to be going from strength to strength at the moment and this is one of Mark's core stocks. In this episode he talks in detail about Greggs and explains the compelling investment argument. Paul visits the new Greggs drive-through in Bolton to sample their cheese and onion bake. The 'Question in a Bottle' is from Jonathan Murphy who asks Mark, does director trading influence you?The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | SFX from Freesound (Creative Commons Attribution Licence): Waves: juskiddink, Corkscrew: YleArkisto. Question in a Bottle illustration courtesy of Freepik.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXGreggs  | Greenhalgh's  | CarrsDisclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
I never get bored with Smurfit Kappa (SKG). Here's my stock review
Aug 6 2023
I never get bored with Smurfit Kappa (SKG). Here's my stock review
Smurfit Kappa is a FTSE 100 company and one of the leading providers of paper-based packaging in the world with operations in over 30 countries. In this episode of the podcast Mark explains why he has maintained faith in Smurfit Kappa through thick and thin. Paul points out that they even make a cardboard tent. The 'Question in a Bottle' this time is from David Raywood who asks Mark to explain, what is EBITDA?The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Wave SFX by juskiddink (Freesound) Creative Commons Attribution Licence | Corkscrew SFX by YleArkisto (Freesound) Creative Commons Attribution Licence | Question in a Bottle illustration courtesy of Freepik.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTX Smurfit Kappa Group | The Smurfit Kappa KARTENT (YouTube) | 10 Hours of Rain in a Cardboard Tent - Kent Survival (YouTube)Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
Why I added to my holding in STRIX (KETL) the masters of hot & cold water
Jul 19 2023
Why I added to my holding in STRIX (KETL) the masters of hot & cold water
STRIX (KETL) is based on the Isle of Man and is the company behind a patented bi-metallic thermostatic switch which can be found in homes around the world. Applications include kettles, irons and toasters. Through a series of acquisitions the company has also diversified into water filtration products and a remarkable system that delivers chilled, ambient or boiling water from a single tap at the touch of a button. In this episode of the podcast Mark explains why despite being underwater with this investment he sees promise in the future of STRIX and has just added to his holding. The 'Question in a Bottle' this time is from David Raywood who asks Mark for his thoughts about the investment strategy of averaging down. The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. This episode of the podcast is generously hosted by London City based analysts Progressive Equity Research.Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Wave SFX by juskiddink (Freesound) Creative Commons Attribution Licence | Corkscrew SFX by YleArkisto (Freesound) Creative Commons Attribution Licence | Question in a Bottle illustration courtesy of Freepik.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXPalma Bottled Water Statistics | UK Bottled Water Market value | All about electric kettles in America (Technology Connections YouTube channel)Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.