ShareSoc
INVESTOR ACADEMY

Multimedia Investor Education & Commentary

This page contains a catalogue of some of the better multi-media educational & informational materials freely available. Click on the specific links or on the logos of the sites referenced to visit them.

Free, unbiased and essential guidance.
ShareSoc Investing Basics has 10 easy 10-minute sessions, from the principles of stock markets, how investing works and when to buy or sell, to the various routes into share ownership and the best ways to research potential investments.

A presentation by Head of SIGnet Bill Fawkner-Corbett on investing in compounders, exclusive to ShareSoc and SIGnet members (please make sure you are logged in).
Click here for a PI World interview with Bill, available on Youtube.

Stockbroker & wealth manager Killik & Co have published an extensive series of useful educational videos, under the banner “Killik Explains”, here. ShareSoc has catalogued these materials for your convenience, here.

Share Radio is a UK digital radio station, publishing a continuous schedule of investment related programmes. Listen out for ShareSoc director David Stredder, who appears regularly in Share Radio’s Smallcaps feature.

Stockbroker A.J.Bell publish a useful series of webcasts, which include company, economic and strategy commentary.

The Association of Investment Companies (which represents such companies) has created a video series to help demystify some key investment company concepts, from the closed-ended structure to discounts.

A range of webinars (scroll down the page for archived recordings) and video tutorials are available from Stockopedia. As might be expected, they do focus on applying the tools that Stockopedia offers its subscribers, to help them construct and manage their portfolios. Nevertheless, even if not a subscriber, many of the webinars offer useful surveys of important investment topics. The tutorials are more focused on how to use the tools Stockopedia provides.

Podcasts

A list of interesting podcasts on investing:

ShareSoc patron and the UK’s first Isa millionaire, Lord Lee offers invaluable wisdom to investors of all experience levels in this series of podcasts produced by Investors’ Chronicle.

Corporate Presentations and Interviews

A number of organisations publish corporate presentations and director interviews. These can be useful to investors in understanding potential investments. Be careful, though: good CEOs are usually excellent salesmen, so treat any claims with appropriate caution and seek evidence to back them up, where possible. We catalogue selected providers here:

Private Investor World produces and publishes a range of videos of corporate presentations, including recordings of ShareSoc events. We would like to thank PI World for their support.

Paul Scott’s QualitySmallCaps site has a good selection of probing interviews with executives and with a few investing peers.

offer a wide range of videos from their corporate clients. It’s worth searching their collection for material on any company you might be interested in researching further.

is another source of a broad range of audio and visual recordings from their corporate clients. Another good place to look when researching a potential investment

Offers director interviews (which you will find by exploring the Share Talk website)

In addition to their research notes (mentioned here), Edison also have an extensive series of video interviews with directors on their “Edison TV“ channel.

“Conkers’ Corner” offers interviews with experienced investors, including interviews with ShareSoc directors David Stredder and Mark Bentley, and former director Leon Boros. The investor interviews are particularly useful in studying other investors’ strategies, which can help you refine your own strategy. You can also subscribe to Conkers’ YouTube Channel .

Five Minute Pitch TV produces a range of corporate videos mainly for institutional and private investors.

Group description:	A small group whose primary interests are equity and Investment Trusts.
Meeting Type/Venue:	Meetings are online using Skype.
Meeting Frequency/Timing:	Meetings are held fortnightly on Tuesday mornings.

Group description:	We welcome anyone interested in investments regardless of their level of knowledge and experience.
Meeting Type/Venue:	Meetings are held in a function room of a pub in Beaconsfield New Town.
Meeting Frequency/Timing:	Monthly on the 1st Wednesday of each month at 6pm.

Group description:	Investors of all levels of experience are welcome to join the Farnham (Surrey) group. Convened by David Stredder, who will be known to many as the founder of Mello, organiser of in person investment conferences and virtual Mello Mondays. David is also a director at ShareSoc and has been investing in quoted shares since the 1980s, with a focus on UK small caps. He has an extensive knowledge of UK companies and network of contacts in the investing universe.
Meeting Type/Venue:	Meetings are held at a pub near to the railway station in Farnham, GU9.
Meeting Frequency/Timing:	Meetings are held monthly on the 2nd Tuesday of the month from 11am to 3pm with a break for lunch.

Group description:	Our Group considers both US Small Caps (up to $2bn Market Cap) and Mid Caps (up to $10bn market Cap). Meetings include discussions around buys / sells / watchlists, a short Macro discussion and discussions led by group members on companies or topics of their choice.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held on the 3rd Monday of the month from 7pm.

Group description:	Our group is interested in sustainable investing and our goal is to identify and evaluate businesses that will thrive through innovation and their transition to a ‘One Planet Economy’. By leveraging the skills of group members, we aim to deeply understand these businesses, particularly focusing on how they develop long-term valuable benefits for their customers. Each year, we plan to evaluate around seven businesses to identify opportunities where our valuation exceeds the market price. A successful outcome is defined as achieving a compound annual growth rate (CAGR), including dividends, of 10% over a decade.
Meeting Type/Venue:	Meetings are in-person in a pub near to Waterloo station in London.
Meeting Frequency/Timing:	Meetings are bi-monthly on a Monday from 10:45am to 4:30pm. Members are expected to also pay for their own lunch which secures the group free use of a private room in the pub. The cost is expected to be £35-40 per person, per meeting, in addition to your SIGnet membership fee.

Group description:	An online group for those who are new to investing, or have only been investing for a few years. Including topics such as: – What is a share or a bond, why and how to buy them. – Comparing funds, unit trusts, Investment trusts and exchange traded funds. – Portfolio management and diversification. – ISAs, pensions, SIPPS and how to save tax. – How terms such as PE ratio and dividend yield are used to value a share. – How to use technical analysis or charting.
Meeting Type/Venue:	Online using Zoom.
Meeting Frequency/Timing:	Meetings are usually held on the last Monday of the month at 7:00pm.

Group description:	Our focus is on UK listed, high dividend yield individual stocks, although high yield investment trusts/REITS which are of interest to members will also be covered. This group is suitable for members with existing fundamental investing experience (at least 2 years), with a keen interest in discussing in some detail the underlying business, financial performance and future prospects of individual income stock ideas.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held every 6 weeks from 4pm to 6pm on a Monday.

Group description:	A welcoming group open to all types of investors. Typical meeting content is to have a deep dive presentation on a topic selected by the participants and a session on buy/ sell/ key lessons learnt last month.
Meeting Type/Venue:	In person at a friendly pub close to Piccadilly Circus
Meeting Frequency/Timing:	Monthly during the evening on the first Wednesday of the month.

Group description:	All levels of experience welcome. A typical meeting agenda includes: – Macro Environment – Trades: Members review existing positions and identify securities with promising TA entry patterns or setups and with suitable risk/reward. Any security, long, short, futures, options may be considered. The convener takes actual positions in trades and maintains his own detailed ledger, accurately measuring performance of individual securities and cumulative activity. Members are notified by e-mail prior to the entries or exits that are decided upon. Following each meeting an updated copy of the ledger is circulated together with the next meeting agenda. Members may wish to maintain similar ledgers of their own but there is no obligation to do so. – Technical Analysis: Techniques and systems used in trades. Members can request discussion of particular aspects of TA.
Meeting Type/Venue:	Online via Zoom
Meeting Frequency/Timing:	The first Tuesday of every month from 7 to 9pm