IC Alpha Podcast: Diamonds in the rough
On this week's new IC Alpha Podcast, John and Phil discuss the worrying outlook for the UK economy and the pound as a result of the government's disastrous handling of Covid-19 and now the final stages of Brexit negotiations.
For companies exposed to the consumer economy this has brought mixed fortunes – as John and Phil discuss, strong numbers this week from Games Workshop and Frontier Development highlight the business models fit for the Covid economy – even if their high valuations give pause for thought. But for those like Fevertree Drinks, lockdown has proved a much greater challenge despite a leap in in-home drinking and expansion into the US – can it recover to live up to its shares premium rating?
You can read more of Phil's thoughts on these companies – and others – in his weekly Alpha report. If you don't subscribe already, you can sign up for a four week trial for just £4 here investorschronicle.co.uk/TryAlpha
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