Sharesify
Sharesify is an online resource for private investors and produced by several former employees of Shares magazine. It aims to help private individuals manage their own money and investment portfolios.Launched in 2026, we publish daily news content, analysis and thought-provoking written content about stocks, investment trusts, funds, ETFs, ISAs, SIPPs, plus produce podcasts, webinars and more.Our easy-to-read style and depth of analysis aims to make Sharesify essential reading for those investing today.We write about all companies on the UK stock market, covering large, mid and small cap stocks on both London’s Main Market and AIM. We also pr...
The team chat UK investment trusts plus Broadcom, CrowdStrike, Dell, Anthropic, OpenAI and Snowflake
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Join the guys as they run through results from Dell and Snowflake, upcoming earnings from Broadcom and CrowdStrike, and the UK investment trust scene including European Opportunities, JPMorgan European, Finsbury Growth & Income, Seraphim and Custodian REIT.
The team discuss Micron, SK Hynix, Dell, Scottish Mortgage, Hollywood Bowl, Kingfisher and Zotefoams
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Join the guys as they talk through Micron and SK Hynix joining 'the $1 trillion club', the latest results from Scottish Mortgage, updates from Hollywood Bowl, Kingfisher and Zotefoams, and upcoming releases from Dell and HP.
Sharesify podcast with Georgina Brittain of JPMorgan UK Small Cap Growth & Income
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n our latest podcast special, Steven Frazer and James Crux are joined by Georgina Brittain, co-manager of JPMorgan UK Small Cap Growth & Income (LON:JUGI). This investment trust seeks to deliver capital growth over the long term and also pays a quarterly dividend.
Georgina tells us what sets ‘JUGI’ apart from competitors in the AIC UK Smaller Companies sector and why she is seeing plenty of opportunities in this part of the market.
Our special guest explains why free cash flow yield is her preferred valuation metric. She...
The team discuss Nvidia's results and the upcoming SpaceX IPO as well as UK and US consumer stocks
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Join the guys as they walk through another blowout set of results from Nvidia, the looming $1.75 trillion SpaceX float and earnings from Diploma, Dr Martens, Hill & Smith and TheWorks. Plus there's a look ahead to Kingfisher and US retailers next week.
Sharesify podcast with Abby Glennie of Aberdeen UK Smaller Companies Growth Trust
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In our latest podcast special, James Crux and Ian Conway are joined by Abby Glennie, manager of Aberdeen UK Smaller Companies Growth Trust (AUSC). Our guest discusses the trust’s successful stock selection-led investment process. This involves compiling a shortlist of potential investments using a screening tool known as ‘The Matrix’, which reflects quality, growth and momentum-based factor analysis.
The guys discuss UK companies AG Barr, Cranswick, Currys, Diploma, Dr Martens, M&S, Nvidia, Tate & Lyle and Sage
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The team look at results from UK consumer stocks plus 'quality growth' company Diploma, which also features on the Smithson Equity Fund podcast. They also cover the latest Bank of America survey which suggests fund managers are 'all-in' on the equity market rally.
Sharesify podcast with Simon Barnard of Smithson Equity Fund
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In our latest podcast special, Steven Frazer and James Crux are joined by Simon Barnard, manager of Smithson Equity Fund (BLBNK48). Smithson invests in small and mid cap companies with superior operating numbers.
Our special guest discusses Smithson’s transition from an investment trust to an open-ended fund. Barnard explains why he is sticking with his strategy of investing in high-quality global small and mid-cap companies.
He talks about the steps he has taken to improve the fund’s performance. Barnard then explains why he is seeing lots...
We talk S&P 7,500 record, NVDA, MKS, DOCS, CSCO, AMAT, BRBY, WOSG, TATE, LGEN, ITRK, III and more
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In the latest episode of the Podcast, the chaps discuss everything from markets and macro developments to takeovers and timepieces. And our tech expert Steven explains why upcoming results from chips champ Nvidia (NVDA) are the only game in town.
Coming next week: Nvidia, Marks & Spencer, and Dr Martens
James brings the bling with a breakdown of results from luxury leader Burberry (BRBY) and Rolex seller Watches of Switzerland (WOSG). He also explains why US firm Ingredion (INGR) has...
The team cover Angling Direct, ASOS, BAT, Burberry, Greggs, Imperial Brands, ITV, Spirax, Vertu and Vistry
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The guys run through positive updates from Angling Direct, ASOS, Greggs, Imperial Brands, Spirax and Vertu, plus the latest shocker from Vistry. Also in the frame, results to come from Burberry and ITV as well as Cisco and Applied Materials.
The team discuss AMD, AMAT, ARM, BRBY, CSCO, DGE, FTC, JD. and SHEL plus Investment Trusts HRI and SSIT
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Steve talks us through AMD and ARM results and looks ahead to Applied Materials and Cisco. James runs through the JD Sports update, the latest news from investment trusts Herald and Seraphim, and upcoming releases from Burberry, Compass, Imperial Brands and Watches of Switzerland. Ian asks whether value investors ought to take a fresh look at Diageo and Shell.
The guys discuss AMD, AMZN, GOOG and META results, and why hedge funds are selling tech stocks
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In today’s Podcast, the Sharesify team talk markets, momentum, tech earnings, banks, booze stocks, air fryers and more. Our tech expert Steven discusses blowout earnings from chip designer Advanced Micro Devices (AMD), which doubled its total addressable market forecast for server CPUs just six months after its last estimate.
Ian explains why momentum and big stocks are driving markets and why hedge funds are actually selling tech shares. He also lends us his view on HSBC (HSBA), while James talks booze stocks. Beer volumes have turned positive at...
We chat with Emily Whiting about JPMorgan Asia Growth & Income, #JAGI #BYD #TSMC #Samsung and more
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In our latest special podcast, James Crux and Steven Frazer are joined by Emily Whiting, emerging markets and asia pacific investment specialist at JPMorgan Asset Management. The discussion focuses on JPMorgan Asia Growth & Income (JAGI). This investment trust aims to provide a total return from investing in equities quoted in Asia, excluding Japan.
Our special guest tells us what sets ‘JAGI’ apart from others in the Asia Pacific Equity Income sector. Whiting explains how JPMorgan’s specialist EMAP team meet and research thousands of companies each and every year. This...
The team talk results from major US tech firms AAPL and SNDK, plus BARC, LLOY, NWG, RR and ULVR
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In today’s Podcast, the Sharesify team talk high-flying US markets, Big Tech earnings, UK banks, Unilever (ULVR) and much more.
Our tech guru Steven breaks down the latest earnings reports from Apple (AAPL) and SanDisk (SNDK). The iPhones behemoth delivered a solid quarterly earnings beat, while AI infrastructure play SanDisk, a ‘30-bagger’ no less, delivered a massive earnings surprise.
Ian talks markets with a focus on central banks and big UK lenders Lloyds (LLOY) and NatWest (NWG), while James...
Sharesify-James Breugger, CIO of Seraphim Space Investment Trust, talks all things SpaceTech with the team
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In our latest special podcast, James Crux and Ian Conway are joined by James Bruegger, chief investment officer and managing partner of Seraphim Space Investment Trust (SSIT).
The world’s first listed SpaceTech fund, Seraphim Space is opening access to a multi-trillion-dollar opportunity in the global SpaceTech sector, the frontier driving innovation in defence, security, climate change and sustainability.
Bruegger tells the Sharesify team what first piqued his interest in SpaceTech. He also discusses the size of the market opportunity and why the SpaceTech industry is at an...
The team preview Mag 7 results (AAPL, AMZN, GOOG, META, MSFT) plus updates from BP, HFD, TET and W7L
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In our latest Podcast, the Sharesify team talk ‘Mag 5’ earnings plus big beats and big misses. The discussion also turns to new highs, new lows and more UK M&A.
Our resident tech guru Steven previews results from Alphabet (GOOG), Amazon (AMZN) and Meta (META). He also explains why new Apple (AAPL) CEO John Ternus could be working on a major new product reveal.
James discusses energy giant BP’s (BP.) Q1 earnings beat. He also flags a surprise profit...
Sharesify podcast, with Rebecca Maclean of Dunedin Income Growth
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In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Rebecca Maclean, co-manager of Dunedin Income Growth(DIG). One of the oldest investment trusts in the world, dating back to 1873, the company has paid a steady or rising dividend for more than 45 years. The trust offers a competitive yield backed by strong revenue reserves.
Our special guest talks us through the storied trust’s investment style and objectives and explains how Dunedin’s managers define ‘quality’.
Maclean also tells us why this UK Equity Income sector stal...
Sharesify latest podcast, we talk INTC, SBRY, MNDI, AI, IBM, LRCX, TXN, SBUX, AAPL, META, AMZN, GOOG + more
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In our latest podcast, the Sharesify team discuss record US markets, chip stock Intel’s (INTC) overnight surge, today’s big FTSE 100 faller and incoming earnings from an array of corporates.
Mondi shredded
James explains why containerboard-to-paper bag maker Mondi (MNDI) has shed 65% of its value over the past five years. He reckons bargain hunters should be wary of this stock given its uncertain recovery prospects.
Steven gives us the lowdown on Intel. He tells us why the afte...
Interview with Joe Bauernfreund, CEO & CIO of Asset Value Investors and manager of AVI Global Trust
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In our latest podcast, Sharesify’s James Crux and Ian Conway welcome Joe Bauernfreund, CEO and CIO of Asset Value Investors and the manager of AVI Global Trust (AGT).
Our special guest talks us through AVI Global Trust’s unique investment approach and explains how he finds the ‘hidden gems’ other investors overlook.
Bauernfreund also points to situations where AVI Global has successfully deployed its activist approach and shareholders have reaped the rewards. He also explains why corporate governance changes in South in Korea should lead to a re-rat...
We talk Apple, Tesla, Primark, 'Start investing now' step-by-step guide and lots more
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In our latest podcast, the Sharesify talk rock ‘n’ roll, Primark, change at the top of the Apple (AAPL) tree. Additionally, they discuss incoming Tesla (TSLA) earnings.
There’s also vaping, condoms, friends ‘with benefits’ [no, not that – ed], plus our new step by step guide to ‘Start investing now’. Furthermore, there is more content available.
James reveals how Gear4Music (G4M) has been blowing out the speakers and flags the long-mooted ‘Primark’ spin-off from AB Foods (ABF). Will both sides of the group m...
The team chat profit warnings, AI, meme stocks and e-fuel, plus a look at next week's results
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Join the team as they run through the highlights (and lowlights) of the last few days including big warnings, big movers, and the return of meme stocks, plus they look ahead to next week's big earnings reports.
The team talk Big Tech, chips, housebuilders, cruising, UK M&A, US banking and beauty stocks
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Join the team as they explain why US Tech is still driving markets despite the geopolitics. They also discuss Saga, Barratt Redrow and JPMorgan as well as looking ahead to reults from Netflix, Tesco and Beauty Tech Group.
Sharesify podcast with the AIC’s Nick Britton
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In the latest special edition of the podcast, the team welcomes Nick Britton, Research and Content Director at the AIC (Association of Investment Companies). With his wealth of experience, Nick discusses investment trust trends, discounts, activists, dividend heroes and much more.
First, we get an insight into the AIC’s vision and how it aims to help investors. Nick also runs through what sets investment trusts apart from open-ended funds and ETFs and their overall appeal.
Next, our guest talks through some of the many interesting trends within the se...
Join the team as they discuss the tech rally, dividend super-heroes and next week's big earnings.
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In today’s Podcast, the Sharesify team talk markets, this week’s absence of a Trump ‘tape bomb’ and why it’s deja vu across the pond with US tech firms driving the rally.
Ian flags the significance of US stocks trading above their long-term averages again, while Steven lends us his view on ASML (ASML), the Dutch semiconductor equipment giant which also put up a strong showing.
James explains why online electricals retailer AO World (AO.) is reaping the benefits of a ‘pivot to profit’ stra...
Join the team as they discuss the tech rally, dividend super-heroes and next week's big earnings.
n today’s Podcast, the Sharesify team talk markets, this week’s absence of a Trump ‘tape bomb’ and why it’s deja vu across the pond with US tech firms driving the rally.
Ian flags the significance of US stocks trading above their long-term averages again, while Steven lends us his view on ASML (ASML), the Dutch semiconductor equipment giant which also put up a strong showing.
James explains why online electricals retailer AO World (AO.) is reaping the benefits of a ‘pivot to profit’ strategy. He also talks us through SDC...
In today's podcast the guys talk markets, oil, TACO, M&A, Shell's guidance cut and other news.
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In today’s Podcast, the Sharesify team discuss another crazy week for stocks after the US and Iran agreed a ceasefire. Is this the biggest TACO in history? Appraently not, Ian reckons.
With the FTSE 100 up over 2% and European markets up 3% to 4%, it’s a banner day for stocks. In the US, index futures are pointing to gains of 2% to 3% for the S&P 500 and Nasdaq, says Steve.
James talks us through why results at car dealer Motorpoint (MOTR) were better than expected. Also, why Bill Ackman’s P...
In today’s Podcast: Sharesify team discuss big bounce for S&P 500/Nasdaq and lots more
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In today’s Podcast, the Sharesify team discuss this week’s big bounce for the S&P 500 and Nasdaq and Steven explains why ‘loose cannon’ Donald Trump’s utterances could send indices lower again.
James urges investors to stay calm and remain invested despite this turbulence. As the old stock market adage goes, ‘time in the market beats timing the market’.
Turning to the week’s corporate news, James explains why the sale of Unilever’s (ULVR) food business to McCormick (MKC) is a Marmite deal in more ways...
Sharesify podcast, with Laura Foll of Law Debenture
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In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Laura Foll, co-manager of investment trust Law Debenture (LWDB). This trust is a rare breed in the current investment trust space.
With a unique operating model that may be partly responsible for the shares trading at a premium to NAV, Laura talks us through this model. Moreover, she explains what she believes its advantages are.
47 years of dividends
We then touch on the manager’s thoughts on its ‘Divide...
Sharesify podcast with MIGO Opportunities Trust
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In our latest Sharesify podcast special, James and Ian welcome Charlotte Cuthbertson, co-manager of MIGO Opportunities Trust (MIGO).
MIGO is part of the Asset Value Investors (AVI) stable. The trust is unique in that it invests in discount opportunities in other closed-end funds where the managers believe there is a catalyst to unlock value. That gives them the flexibility to invest in any geography or asset class.
Charlotte outlines MIGO’s strategy and walks Ian and James through the ways the managers unlock va...
In today's podcast: Next and THG results, Capita news, REIT M&A and an update on Herald and Saba.
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James and Ian discuss another week of choppy markets, along with positive reastults and market reaction to the latest updates from Next, THG and Capita. There's also an update on the situation at Herald investment trust as it looks to counter activist Saba, news on M&A in the UK commercial property space and a look ahead to results next week from AG Barr, Raspberry Pi and Nike.
Nicola Takada Wood, MD of AVI Japan Opportunity Trust, explains the fund's process and successes.
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In this latest Sharesify podcast special, James and Ian welcome Nicola Takada Wood, managing director of the AVI Japan Opportunity Trust (AJOT). This fund aims to capitalise on Japan’s increased focus on corporate governance, balance sheet efficiency and shareholder returns.
Nicola explains how ‘AJOT’ invests in undervalued, cash-rich companies and uses constructive engagement to unlock value. She also explains why the corporate reform story in Japan has still got legs under the country’s new PM.
Takada Wood talks us through the benefits of AJOT’s combinatio...
In today's podcast: JPMorgan Claverhouse, positive Luceco and Volex results and the Goodwin shocker.
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In the latest edition of the Sharesify Podcast, Ian and James discuss why markets remain difficult for investors to navigate due to the ‘tape bombs’ emanating from the White House. While the FTSE 100 has resurfaced above the 10,000 level, the FTSE 250 has been slower to recover.
On the earnings front, James addresses the Middle East challenges facing protein powders-to-supplements firm Applied Nutrition (APN) and highlights this week’s fresh £300 million buyback from DIY retailer Kingfisher (KGF). The FTSE 100 retailer’s B&Q and Screwfix chains are on solid foundatio...
Sharesify podcast, with JPMorgan Claverhouse
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In this latest Sharesify podcast special, the team welcomes Anthony Lynch, co-manager of JPMorgan Claverhouse Investment Trust (JCH), to discuss the trust’s process and its remarkable 53-year record of rising dividends. Anthony also manages Mercantile Investment Trust (MCH) and two open-ended equity income funds, and brings a wealth of experience.
JPMorgan Claverhouse gives investors access to the long-term growth and income potential of the UK stock market. The managers look for attractively valued, high-quality UK companies with the ability to deliver consistent and growing dividends.
...
Sharesify talks volatile/recovering markets, Trustpilot, memory chips, Scottish Mortgage and more
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Ian previews tonight’s Fed meeting and says there is ‘no suspicion’ that the US central bank will cut interest rates with West Texas Intermediate north of $90. Also, James discusses Liontrust’s (LIO) acquisition of River Global’s (RVRG) asset management arm. This deal beefs up the fund manager’s investment talent and expands its range of investment trusts.
Two trust talking points
He also highlights why investors should look past a rare performance blip at the world’s oldest investment tru...
Sharesify talks markets, Adobe, On the Beach, Trainline, and a peek at what's coming next week
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In today’s podcast, the Sharesify team talk markets, technicals, and the week’s winners and losers. While the FTSE 100 is still clinging above 10,000, the S&P 500 is nearing a key market support level. Ian explains what it is and why so many market-watchers are keeping an eye on it.
Companies in focus
First up, Steve flags results from US software behemoths Adobe (ADBE) and Oracle (ORCL). In Adobe’s case, strong Q1 revenue growth and increasing AI adoption have been o...
Podcast Sharesify podcast, featuring Emma Bird of Winterflood, talking investment trusts
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In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Winterflood‘s head of investment trusts research, Emma Bird. They discuss the trusts landscape, structure, historically high discounts, Saba activism and lots more.
To begin with, they talk through Smithson’s (SSON) controversial switch from investment trust to OEIC status and what the advantages of the trust structure is even for funds largely invested in liquid listed.
The team then move on to historically wide NAV discounts, a frustration for all shareholders. In light of the 12...
Latest podcast includes investment trusts, corporate bonds, stocks and lots more
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In our latest podcast, Sharesify’s Steven Frazer, James Crux and Ian Conway talk markets, mining and the shock walk out of an investment trusts management team. FTSE 100 is still clinging above 10,000, Ian explains. Meanwhile, there is a surprise reverse for defence stocks as Trump talks up an end to conflict in the Middle East.
Edinburgh Worldwide (EWI) plans a cash return to shareholders after crumbling in the face of Saba activism, James explains. In addition, the AIC is slamming Saba as its war of words becomes increasingly heated.
...Sharesify talks markets, big sell-off in Asia and why oil spike to blame, investment trusts and more
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In our latest podcast, Sharesify’s James Crux, Ian Conway and Steven Frazer talk markets, explaining a surprisingly robust US, a big sell-off across Asia and why an oil spike is to blame.
Investment trusts are never far from the chaps’ thoughts and Alliance Witan (ALW) comes under the microscope, as does the surprise stakebuild by activist Saba in Allianz Technology Trust (ATT), one of the sector’s superstar performers of the past decade.
Ian flags recovery at Rentokil (RTO) to ‘buzzkill’ at Vistry...
Latest podcast talks bumpy markets, Asia sell-off, inflation vs recession, Greggs, Vistry, Broadcom
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In our latest podcast, Sharesify’s James Crux, Ian Conway and a croaky Steven Frazer spin through a busy and bumpy market so far this week. Ian puts us in the loop with UK market falls. He tells us which is Europe’s big loser so far. But it’s Asia that is really hurting. In fact, South Korea’s Kospi Index crashed to its biggest one-day fall.
Steve puts some meat on the bones as the Straits of Hormuz close. He explains where else oil jitters are getting investors antsy. Meanwhil...
Latest Sharesify podcast: Nvidia, trusts, results highlights, lowlights and what to watch next week
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In our latest podcast, Sharesify’s James Crux, Steven Frazer and Ian Conway talk blowout earnings from Nvidia (NVDA) and hiked guidance, but a puzzling big fat meh! from the markets. James gives us a quick wrap of what the markets have been doing, and the chaps chat through results highlights, and lowlights and what to watch out for next week.
Ian talks through figures from London Stock Exchange (LSEG), and flags former ads giant WPP (WPP), firmly in turnaround mode (again!) after hi...
Sharesify talk: AI doom, Guinness and tequila sales at Diageo (DGE)
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In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux talk AI doom, Guinness and tequila sales at Diageo (DGE). They also discuss a shrinking investment trust sector and loads more.
Steve kicks us off with a look at Citrini Research’s bleak AI future. He discusses why markets are so worried, and what the impacts might be. Furthermore, he flags Sharesify’s feature on the topic, plus IBM’s (IBM) worst daily decline in 25 years. James talks us through Diageo’s recent report and the cu...
