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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Carry the Two pulls back the curtain to reveal the mathematical and statistical gears that turn the world. We’re the show for people who enjoy discovering hidden elements that impact our lives in the most unexpected ways, and math is certainly one of those! We are a curiosity-driven podcast that looks to find unique perspectives from the fields of mathematics and statistics. We use stories to convey how mathematical research drives the world around us, with each episode tackling a different ...
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When three high school students from modern-day Pennsylvania find themselves trapped in a world of wizards, elves, and feudal intrigue, they must learn to survive in their new surroundings, and undertake an epic quest to save the world from the encroaching forces of chaos. WARNING: This Audio Drama contains adult language, graphic descriptions of violence, and explicit discussions of sexuality. This is, of course, in the interest of historical realism. We hope you enjoy our story about wizar ...
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A personal review of my holding in Alliance Pharma plc (APH)
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Alliance Pharma PLC is a leading international healthcare business. The company was established in the UK over 20 years ago and today it markets products in over 100 countries worldwide. In this episode Mark reveals how the business is performing for shareholders and he also delves into the intriguing incident when Alliance were falsely accused by …
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We in the United States are deep in the middle of a major national election, and over half of the world’s population also have elections in 2024. This is why Carry the Two is going to focus on the intersection of mathematics and democracy for our new season. In this episode, the fifth episode of our mathematics and democracy season, we dig into pol…
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In this episode, the fourth episode of our mathematics and democracy season, we dig into two stories about the intersection of political geography and mathematics. The first story comes from Ranthony Clark and is about her work with the Metric Geometry and Gerrymandering Group around identifying communities of interest, with a focus on her in Ohio …
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Question in a Bottle. What tips do you have to achieve early retirement?
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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 Jim Doherty asks "What tips do you have to achieve early retirement?". If you would like to hear Mark's opinion on an investing-related topic, pop your…
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We in the United States are deep in the middle of a major national election, and over half of the world’s population also have elections in 2024. This is why Carry the Two is going to focus on the intersection of mathematics and democracy for our new season. In this, the third episode of our mathematics and democracy season, we speak to Andrea Mock…
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We in the United States are deep in the middle of a major national election, and over half of the world’s population also have elections in 2024. This is why Carry the Two is going to focus on the intersection of mathematics and democracy for our new season. In this episode, the second episode of our mathematics and democracy season, we speak again…
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How macro events affect my investment in Genuit plc (GEN)
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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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IMSI is very proud to announce that Carry the Two is back and with a new co-host, IMSI’s new Director of Communications and Engagement Sam Hansen! We in the United States are deep in the middle of a major national election, and over half of the world’s population also have elections in 2024. This is why Carry the Two is going to focus on the inters…
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Question in a Bottle. Which broker do you use and why?
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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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I talk with David Barry, the private investor who sued Mississippi
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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. How do you live off your dividends?
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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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A personal review of Tristel (TSTL). My squeaky-clean stock.
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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. How do I pick a winner?
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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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Concurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeown
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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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I love Vimto and I've just invested in Nichols plc who make it
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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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Question in a Bottle. When did you give up your day job?
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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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There's money in laundering. My review of ME Group (MEGP)
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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. What were your worst disasters?
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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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I want Titon Holdings to be winners, but I didn't pull any punches at their 2024 AGM.
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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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Question in a Bottle. How do I buy shares for my grandchildren?
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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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Fundsmith. My review of the 2024 Annual Shareholder Meeting.
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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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Question in a Bottle. When do you sell stocks?
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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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I invested in Entain Plc (ENT) Did I get a good deal?
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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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Question in a Bottle. What are your top 5 stocks?
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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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A Christmas review of my investment in James Halstead (JHD)
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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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Why I think my holding in Somero (SOM) is a rock solid investment
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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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My personal take on Unilever (ULVR) one of my core stocks.
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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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As an investor I'm happy to sing the praises of Focusrite (TUNE)
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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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Investing in property. With guest castaway Tom Entwistle of Landlord Zone
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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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Find our transcript here: LINK Follow more of IMSI’s work: www.IMSI.institute, (twitter) @IMSI_institute, (mastodon) https://sciencemastodon.com/@IMSI, (instagram) IMSI.institute Follow Sadie Witkowski: https://www.sadiewit.com/, @SadieWit This episode was audio engineered by Tyler Damme. Music by Blue Dot Sessions. The Institute for Mathematical a…
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Caitlin Parrish and Allyson Ettinger on AI & the WGA Strike
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In this classic episode, we explore how GPT-3, a free online natural language processing artificial intelligence by Open AI, does and doesn’t work. Make sure to stick around until the end for an update on how AI is a core demand between the Writers Guild of America and the Alliance of Motion Picture and Television Producers. GPT-3 takes advantage o…
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Greggs (GRG) a review of one of my core portfolio stocks
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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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Jamie Barty on Visual Effects in Television
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Were you impressed by the underwater scenes in Avatar 2? Have you spent hours trying to figure out how they built the ice wall in Game of Thrones? Everything from big effects like these to smaller hidden visual effects like creating a skyline for an indoor set fall under the purview of visual effects. In this episode of Carry the Two, we get a behi…
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Could a fungus really wipe out the majority of humans, as shown in the HBO (Max) series The Last of Us? How realistic is the show’s portrayal of epidemiology? Guest and project scientist at UCLA, Tara Kerin explores these questions and how statistics are a core tool in her field of research. Find our transcript here: LINK Curious to learn more? Che…
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I never get bored with Smurfit Kappa (SKG). Here's my stock review
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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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Robert Rosner and Paul Wilson on Oppenheimer
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The world, and the US in particular, have a complicated history with nuclear fission. Splitting atoms led to both the development of nuclear energy and weapons with catastrophic power. In the film Oppenheimer, director Christopher Nolan explores these issues. Here we expand this examination to the seminal work done in the Midwest. In this episode o…
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Why I added to my holding in STRIX (KETL) the masters of hot & cold water
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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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Kevin Grazier on Orbital Dynamics in Foundation
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If you’ve seen the first season of Apple TV’s Foundation, you probably noticed how heavily the show relies on ideas based in mathematics and statistics. However, while the idea of a field of research called psycho-history seems far-fetched, some of the show's scenes are much closer to reality than you might realize. In this episode, we hear from pl…
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#Ask The Once And Future Nerd for Bk. 2, Ch. 9
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Today’s bonus content is the #AskTOAFN listener Q&A for Book 2, Chapter 9. Christian, Dan, Anya and Greg answer a few questions related to the chapter…and then mostly relitigate Tumblr’s “Sexiest Once And Future Nerd Character” poll. ANNOUNCEMENTS: Due to a (very literal) expansion in the TOAFN family, there will be a longer than usual break betwee…
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We're taking a short break to prepare for our next series of episodes, looking at mathematics and statistics in Hollywood. So stay tuned! Find our transcript here: LINK Follow more of IMSI’s work: www.IMSI.institute, (twitter) @IMSI_institute, (instagram) IMSI.institute Music by Blue Dot Sessions. The Institute for Mathematical and Statistical Inno…
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Central Asia Metals (CAML) is one of my most promising stocks
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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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Dan Cooley on the Colorado Fire Season
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Predicting weather is already a difficult statistical challenge, but it becomes even more complex when trying to predict rare weather events. Dan Cooley, a professor in the statistics department at Colorado State University, uses extreme value analysis to model these rare events. In today’s episode, we ask Dan how his work can help explain the chan…
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Angel Hsu on Urbanization and Climate Change
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Researchers become interested in their fields through all sorts of unique paths. Today’s guest, Angel Hsu of University of North Carolina Chapel Hill, came to climate research from a public policy background. She uses her work to help inform local communities how policy decisions affect different groups’ risk to extreme heat and the heat island eff…
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Today we speak with a non-mathematician who uses mathematical tools to understand our planet’s past climates and what they might be able to tell us about our future. Matt Huber, from Purdue University, tells us how the paleoclimate had sudden, rapid shifts in the climate that our current climate models aren’t good at predicting. So, if we’re on the…
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Tesco (TSCO) is my longest held large-cap investment. Here's why
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Tesco supermarket (TSCO) is just one of several options if you're looking to add a large-cap retail business to your portfolio. In this episode of the podcast Mark explains why he invested in Tesco and why he has held that investment for so long. He breaks down his investment argument into 5 categories that will be useful for anyone thinking of inv…
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In the conclusion of Book 2, Chapter 9, Billy does what Billy does best – be a huge pain in the ass – and reshapes the power balance of Pacific Ridge. And just in time for the arrival of a very influential power broker. First Snow prepares to delivery discouraging news to her community. CREDITS FOR THIS EPISODE: Directed by CHRISTIAN T. KELLEY-MADE…
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Kristie Ebi on Climate Change & Global Health
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Turn on the news during the spring and you’ll hear how seasonal allergies are being made worse by climate change. But it turns out the seasonal sniffles are some of the smallest health consequences of our rapidly shifting climate. Droughts and floods don’t just damage the local ecosystem, they also have real, measurable effects on human health. In …
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Jane Baldwin on Modeling Climate Change Hazards
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We are continuing our collaboration between Carry the Two and the American Geophysical Union’s Third Pod from the Sun with another episode! Jane Baldwin’s research centers issues of equity when it comes to understanding climate change’s impact on the global population. In this episode, we hear how Jane gets clever with data sources to better unders…
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Maike Sonnewald on Modeling Oceanic Currents
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Welcome to the first episode of Carry the Two’s collaboration with the American Geophysical Union’s Third Pod from the Sun! In this episode, we get our feet wet with physical oceanographer, Maike Sonnewald. Maike explains how the ocean currents interplay with our warming atmosphere and what that means for our climate. Using machine learning to buil…
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My interview with Jeremy McKeown, stock market legend and podcaster
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Jeremy McKeown has worked in the City for over 4 decades in both fund management and stockbroking. He is currently a well respected investment consultant and he also hosts the popular podcast 'In the company of Mavericks' on Spotify and other podcasting channels. In this episode Mark talks at length with Jeremy about his journey and Paul heads off …
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