In this episode Mark reviews his holding in Smurfit Westrock plc (ne Smurfit Kappa) a company that continues to expand their market lead in the world of corrugated, ecommerce and retail packaging. Mark runs through the figures in detail and also talks about how their success is, at least in part, attributable to a growing international consumer class which is reshaping the global economy.

Links:

Smurfit Westrock: https://www.smurfitwestrock.com/

The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

In this episode of the podcast Mark will be discussing his investment in the Character Group plc, a company engaged in the both the design and worldwide distribution of toys, games and giftware. The business was founded in 1991 and has become a leading purveyor of famous toys such as Pepper Pig, Power Rangers, the Teletubbies, plus dozens more that Mark and I have never heard of.

Links:

The Character Group (corporate): https://www.thecharacter.com/

The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto. Seagulls: justkiddink.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

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, subscriber Joseph Harbin asks Mark, what do you think about buybacks?.

If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bottle using the email form on https://www.thedesertislandinvestor.co.uk

Question in a Bottle and The Desert Island Investor podcast are generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/yeti-music/peaceful-morning
License code: L0TLWWJDT28JVSTX

Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.