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The Desert Island Investor

Mark Atkinson and Paul Kerin

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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 Bottl ...
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Inspired By A True Story

The Hollywood Outsider

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Welcome to Inspired By A True Story, where our award-winning podcast hosts and film critics discuss the genuine details that have inspired some of the most memorable true crime movies around. Inspiration is far different than being based on a true story, so each episode will break down the crime or crimes that inspired a specific film, and then discuss how factual that film is, versus how much is simply Hollywood magic. Inspired by a true story is now available to listen and subscribe on you ...
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Just a quick announcement to alert all of you listeners that a new season of Inspired By A True Story will return beginning October 14th! Keep those podcast feeds subscribed as we hit the ground running with Ed and Lorraine Warren in The Conjuring... Welcome to Inspired By A True Story, a podcast where every two weeks, our award-winning hosts and f…
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In addition to conducting a focused financial assessment, looking at how the bigger picture might affect your potential investments is equally important. In this episode Mark discusses how climate change and population growth have become catalysts for the flood prevention solutions offered by Genuit plc, the company formerly known as PolyPipe. Link…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, listener Anthony Beech asks "Which broker do you use and why?". If you would like to hear Mark's opinion on an investing-related topic, pop your question into a…
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David Barry is a successful and well known private investor with interests that can best be described as eclectic. Aside from instigating this ambitious American law suit his career ranges from being an investment banker and antique dealer, to prospecting for gold. Most significantly he is a major shareholder (above 3%) in a number of listed busine…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, listener Darren Wrigley asks "How do you live off your dividends?". If you would like to hear Mark's opinion on an investing-related topic, pop your question in…
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The demand for the effective sterilisation of medical equipment is one that is unlikely to ever change. In this episode Mark reviews his holding in Tristel, the inventors of a patented biocide which is effective across a wide range of medical applications. The Desert Island Investor podcast is generously hosted by London City based analysts Progres…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, Katherine Amos asks Mark "How do you choose your stocks?". If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bott…
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May 1, 1990. Greggory Smart is found murdered in his own home, the victim of an apparent burglary gone wrong. Shortly after, his wife, Pamela Smart, is charged with his murder, committed by the 15 year old boy she was having a sexual affair with. In 1995, Nicole Kidman’s stars in Gus Van Sant’s To Die For, a wild retelling of these same events, com…
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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…
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October 26, 1881. Four men, armed with guns, long coats, and badges, rolled up to a lot near the OK Corral to disarm several miscreants looking for trouble. What happened next became the most infamous gunfight in American history. In 1993, Kurt Russell and Val Kilmer star as Wyatt Earp and Doc Holliday in one of the greatest westerns of all time. G…
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Nichols plc (NICL) is the business behind a number of soft drink creations most notably the classic brand Vimto. Mark has just taken a position in Nichols and in this episode he explains why he thinks the company has a promising future. On the island Paul tries out Vimto on the Parrots and discovers he's the only living creature on the planet that …
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November, 1986. A young woman, beaten and disheveled, has run from lawn to lawn screaming she has been raped, and for anyone to call the police. This woman, this hero, finds herself ultimately responsible for bringing down two of Australia’s most notorious serial killers. In 2016, writer and director Ben Young creates a film frighteningly close to …
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, fellow investor Paul Igoe asks Mark "When did you give up your day job?". If you would like to hear Mark's opinion on an investing-related topic, pop your quest…
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June, 1983. A young woman gets into a car expecting a simple exchange of sex for money. Instead, her horrific ordeal and fight for survival leads to the capture of Alaska’s most notorious serial killer, Robert Hansen, known as the Butcher Baker, a man believed to have murdered at least 17 women. In 2013, Nicolas Cage and John Cusack reunite determi…
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July 1, 1981. A brutal attack at 8763 Wonderland Avenue in Los Angeles leads to the bodies of 4 people, and one clinging to life. At the center of the investigation is a coked out porn star. In 2003, director James Cox recounts these events with Val Kilmer taking on the role of porn legend John Holmes. We are about to go down the rabbit hole known …
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ME-Group International plc (MEGP) are vending machine experts and they install and operate instant-service equipment in 17 countries around the world. Photo-booths and 24/7 laundry machines are two of their core products. In this episode Mark explains why this holding has been so successful and he puts his underwear where his mouth is by washing hi…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, fellow investor Paul Igoe asks Mark "What were your worst disasters?". If you would like to hear Mark's opinion on an investing-related topic, pop your question…
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June, 1964. Three young men took part in Freedom Summer, a 3 month initiative to register black people in the South to vote. Then suddenly, they went missing. In 1988, director Alan Parker recreated these events in a phenomenal film that became nominated for Best Picture, and starred the talents of Willem Dafoe, Frances McDormand, and Gene Hackman.…
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If a company that you invest in is under-performing, attending their Annual General Meeting gives you an opportunity to find out what they are doing to resolve any issues. In this episode Mark gives a blow-by-blow account of his discussion with the directors of Titon Holdings at their 2024 AGM. The Desert Island Investor podcast is generously hoste…
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In 1990, a widow meets a kindly young man at her husband’s funeral, and the two immediately kick up an engrossing friendship. This man eventually takes on the widow’s entire multimillion dollar estate, up and 6 years later, when a body is found in a deep freezer. In 2011, director Richard Linklater takes on the task of painting Bernie Tiede in the …
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, podcast subscriber ROSYGOLFER asks Mark "How do I buy shares for my grandchildren?". If you would like to hear Mark's opinion on an investing-related topic, pop…
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February 22, 1946. A young couple in Texarkana, Texas pull over for a little loving, and are forced out of their car by a man wearing a hood with two slits for eyes. The carnage that followed terrified an entire community for months, and eventually became known as the Moonlight Murders. In 1976, Director Charles B Pierce recreates these crimes in a…
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The Sound of Freedom was based on events in 2014, when a former Department of Homeland Security agent partners with Columbian authorities for an undercover sting targeting traffickers of children sold into sex slavery. In 2023, Jim Caviezel stars as this man, Tim Ballard, in a dramatic reenactment of this operation, which brought with it millions i…
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Fundsmith, under the guidance of portfolio manager Terry Smith, invest in equities on a global basis. Mark has been invested in Fundsmith for many years and regularly attends their annual shareholder meetings. In this episode he reports back from the 2024 event in London. The Desert Island Investor podcast is generously hosted by London City based …
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November 13, 1974. Amityville, Long Island. A man, Ronald DeFeo Jr., bursts into a bar screaming that his parents have been shot. What the police later find in this man’s home will terrify and haunt an entire community. One year later, George and Kathleen "Kathy" Lutz move their family into that same home, and almost immediately begin to notice str…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, podcast subscriber BRUCIE5 asks Mark "When do you sell your stocks?". If you would like to hear Mark's opinion on an investing-related topic, pop your question …
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April 8, 2009. The U.S. cargo ship Maersk Alabama disembarks on a journey to Kenya, led by Captain Phillips. It would not arrive as scheduled due to an attack by Somali pirates, that would lead to several people dead. In 2013, Tom Hanks takes on the role of Captain Richard Phillips in a film that garnered 6 Oscar nominations and left everyone point…
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Entain plc (ENT) is an international sports-betting and gambling company. It owns many well known betting brands including Coral, Ladbrokes, PartyPoker, Sportingbet and Foxy Bingo. In this episode of the podcast Mark explains the slightly complex story behind his holding in Entain and gives his thoughts on investing in the gambling sector. The Dese…
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December 7, 1971. Five bodies have been discovered in a New Jersey mansion. They have all been brutally murdered. But the husband and father is nowhere to be found. In 1987, Lost’s Terry O’Quinn starred in a film revolving around a serial killer in search of the ideal American family. A man who would kill anyone whom dare challenge his vision of pe…
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Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, podcast subscriber BRUCIE5 asks Mark "What are your top 5 stocks?". Question in a Bottle and The Desert Island Investor podcast are generously hosted by London …
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January 26, 1996. An Olympian wrestler is gunned down in his own driveway located on Foxcatcher Farm, in front of his wife, for seemingly no reason at all. The perpetrator turns out to be someone of wealth and privilege. In 2014, Steve Carrell gives a career altering performance as the man who pulled the trigger, starring alongside Channing Tatum a…
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1978. Melvin Weinberg and Lady Evelyn Knight have been arrested for fraud, and are facing three years in prison when the FBI presents them with an offer: Come work for us, conning politicians and others into committing crimes by providing favors in exchange for cash, all under the illusion of an Arabian Sheik, and you get probation. In 2013, direct…
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April 2004. A young woman has been called into her bosses office at a small, Kentucky McDonald’s at the behest of a police officer’s phone call who demands compliance. What follows is a tragedy of astonishing proportions, and crimes that included unlawful imprisonment, sexual deviancy, and sexual assault. In 2012, writer and director Craig Zobel cr…
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James Halstead plc is a UK based company which is primarily engaged in the manufacturing and distribution of commercial floor coverings. Their geographical area includes Europe and Scandinavia, Australasia, Asia and the Rest of the World. In this festive episode Mark runs through the figures and outlines his confidence in the company as a long term…
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August, 1969. Four people have been tasked with a mission: to murder strangers in the most gruesome fashion possible. The results of which haunted an entire nation for decades. In 2008, writer and director Bryan Bertino took this notion and crafted The Strangers, one of the most terrifying thrillers of this century, which answered the horrific ques…
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Somero Enterprises Inc. manufactures innovative laser-guided machinery used in horizontal concrete installations. Their equipment is used to ensure that the concrete floors of large warehouses are perfectly level and safe. In this episode Mark discusses the qualities of the company and the potential for growth in light of the increasing demand for …
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France, 1969. After fleeing authorities in Louisiana to Europe, Frank Abagnale Jr., is apprehended in France. To this point, Frank has been suspected on counts of impersonating a pilot, a lawyer, a doctor, and eventually became an undercover agent with the FBI. In 2002, Steven Spielberg directed a dreamy retelling of Frank Abagnale Jr’s story, Catc…
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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. P…
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November 30, 1989. Aileen Wuornos has led a life of crime and debauchery, and tonight, she will segue into murder. What follows is the emergence of one of history’s most renowned serial killers. In 2003, Charlize Theron portrays Aileen in a brutal, almost empathetic look at Wuornos’ life. Prepare to journey into the mind of a Monster. This is inspi…
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November, 1991. Danny Rolling is charged with five counts of murder, crimes that occurred over the course of four days in August 1990 in Gainesville, Florida. His crimes extended to a triple homicide, sexual assault, and even an attempted murder. He became known as the Gainesville Ripper. In 1996, Wes Craven unleashed a new slasher film named Screa…
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It’s 1985. A former officer turned drug smuggler named Andrew Thornton has been found dead in a driveway. A short time later, a hunter discovers the body of a black bear, deceased for some time. And when they performed an autopsy, they discover the shocking truth: this bear overdosed due to a heavy intake of what some call the white tornado, or as …
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Focusrite plc is a global music and audio products group that develops and markets proprietary hardware and software products. Their solutions are used by audio professionals and amateur musicians alike in the quest for the highest possible quality of both live and studio recordings. In this episode of the podcast Mark reviews the company in respec…
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May 1999. Several missing person reports have led investigators here to an abandoned bank vault in Snowtown, Australia. Inside the vault are several barrels containing the results of a group of evil perpetrators. In 2011, the accounts of these men were captured in a searing thriller called The Snowtown Murders. And this film was inspired by a true …
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It’s May 1, 2010, 4:51 am. A young woman named Shannan Gilbert calls 911, the phone call lasts 23 minutes. It’s not until a neighbor calls 911 that the police arrive, nearly an hour later. By then, Shannan Gilbert has vanished. Her mother, Mari Gilbert, is a force of nature who refuses to let her disappearance go unchecked, which leads to the disco…
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We all love true crime and the movies they inspire, but have you ever wondered how TRUE that story is? Welcome to Inspired by a true story, where every two weeks, our award-winning podcast hosts and film critics discuss the genuine details that have inspired some of the most memorable true crime movies around. Each episode will break down the crime…
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Our guest castaway Tom Entwistle washed up on the beach this morning and in payment for his safe return to the mainland he has to endure a grilling from Mark. In this episode Tom talks about his success in property investing and the challenges that the market faces. Plus he reveals the story behind the incredibly popular online resource for UK land…
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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 …
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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 …
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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, …
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On the basis that less is more, the quest for less CO2 emissions will undoubtedly require the production of more copper wiring and copper components as the world focuses on renewable energy and electric vehicles. In this episode Mark explains that although he is not a fan of mining stocks, he is nonetheless happy to have Central Asia Metals (CAML) …
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