Episode Details

Alex Newman and Lord Lee are joined by Jerry Randall, CEO of Venture Life (VLG), a leader in the consumer self-care market. They discuss the companies history, the outlook for the wider sector and potential upcoming acquisitions.

Alex and Lord Lee then discuss recent changes to Lord Lee's portfolio, including his moves involving British house builders Taylor Wimpey (TW), and new position in food ad beverage operator SSP Group (SSPG). Alex and Lord Lee end with a look back on the last year of investing and how Lord Lee's ISA and non-ISA portfolios have performed.

Timestamps

0:00 Intro

2:15 Background on Venture Life

3:36 Selling off the manufacturer

6:09 How Lord Lee found Venture Life

8:03 Jerry Randall's background

9:07 Raising money from markets

11:59 Wellness industry & compliance

16:18 Acquisitions & future deals

28:20 Potential for dividends

32:41 Lord Lee on the budget

33:58 Update on Lord Lee's portfolio

35:47 ISA changes

38:03 Taylor Wimpey (TW)

40:03 New position in SSP

42:02 End of year portfolio roundup

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