The topics, stocks and shares mentions / discussed include: Quality Investing Winning quality investing strategies Next Plc / NXT / Lord Simon Wolfson Compass Group / CPG Unilever Plc / ULVR Berkshire Hathaway / BRK.A Jet2 Plc / JET2 / Easyjet / EZJ Diageo Plc / DGE Nike Inc. / NKE Costco / COST Spirax Group / SPX Amazon.com Inc / AMZN Alphabet Inc / GOOGL Terry Smith / FundSmith Scale Economies Shared Valuation / High PE's / Overvalued Margin of Safety Return on Capital Invested Discounted cashflow Technology / Ai Mergers / Takeovers Long-term investing Dividends Compounding returns Investing / Trading Financial Education Stocks / Shares Investor Summit on September 18th / Investor Summit discount code : TWINPETES Investor Summit sponsors, Keynote speakers, panellists & guests https://www.investorsummit.co.uk/speakers The 2026 Investor Summit tickets are now on SALE. USE DISCOUNT CODE TWINPETES & SAVE £15 Buy yours now! https://www.investorsummit.co.uk/tickets The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of ShareSoc' Mark Bentley. Is supporting The Financial Times, Financial Literacy & Inclusion Campaign, please donate what you can via the link https://www.justgiving.com/page/twinpetesinvestingpodcast2026markbentley?utm_medium=FR&utm_source=TW & MORE SPOTIFY https://open.spotify.com/show/2G8k3SUL72PyvO2xfSuz5j APPLE iTUNES https://podcasts.apple.com/gb/podcast/conkers-corner/id1384481834 AMAZON Music https://music.amazon.co.uk/podcasts/d4e7c169-5c01-4a3c-9b0a-e6d3e1fd8aa8/conkers'-corner AUDIOBOOM https://audioboom.com/channels/4937399-conkers-corner The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. .......... 00:00 INTRO 00:24 FORMER FUND MANAGER, CHARLIE HUGGINS 03:02 COMPASS GROUP 10:10 BUNZL 12:11 COSTCO 13:15 DIAGEO 13:50 COMPASS GROUP 17:36 NEXT PLC 39:25 INVESTOR SUMMIT 2026 47:00 VALUATION MATTERS 49:55 SPIRAX GROUP 52:25 UNILEVER 57:40 OPPORTUNITES wrt QUALITY COMPANIES 01:01:35 COSTCO 01:05:11 JET2 + EASYJET 01:11:07 WHERE TO FIND CHARLIE HUGGINS 01:13:50 THANK YOU & INVESTOR SUMMIT DISCOUNT CODE 01:15:09 OUTRO ..........
