MoneyTalk

 

Finding Special Situations In This Market

28 May 2010
In this week’s episode:

Sanjeev Shah, manager of Fidelity Special Situations and Fidelity Special Values, joins David Kuo in this week’s MoneyTalk podcast. Find out why Sanjeev thinks current market conditions are particularly good for bottom-up investors. Listen out for how he differentiates between types of special situation, his outlook for inflation and his views about Europe. Sanjeev also reveals the sectors that he is keeping his eye on. A transcript of this podcast is also available.

David Kuo and Sanjeev Shah
David Kuo and Sanjeev Shah

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Comments

The opinions expressed here are those of the individual writers and are not representative of The Motley Fool. If you spot any comments that are unsuitable hit the flag to alert our moderators.

VinoDiony 02 Jun 2010 , 2:15pm

Sanjeev – Do you remember the Gotrocks family*? Do you remember what they did in the end? Your 60 analysts are depleting value big time in terms of increased transaction costs, intermediary costs and cost of portfolio churn.

As for the Fool's question on whether individual investors can replicate Fidelity's style of investing – well, the private investor is much better off staying far away from croupier based investment methodologies….in my humble opinion ofcourse…! :-)

* Read The Little Book of Common Sense Investing by John Bogle or Buffett's Annual Letter (2005)

TMFDragon 04 Jun 2010 , 7:46am

Hi VinoDiony

Buffett summed it up nicely in ten words...." For investors as a whole, returns decrease as motion increases."

Best

David

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About the show

MoneyTalk is a podcast from The Motley Fool (UK). Hosted by David Kuo, it’s a lively roundtable discussion where Fool writers and guests from the world of money thrash out the financial issues of the day.

Join us as we take an irreverent look at anything and everything to do with shares – from how to pick your first share to how to manage your own pension to what mini skirts have to do with Britain's economy (quite a lot, according to David).

From quick tips on how to tidy up a wayward portfolio to in depth discussions with industry experts, MoneyTalk tackles a different topic every week.

The MoneyTalk RSS feed has details of our last 100 shows.

About the presenter

David Kuo is The Motley Fool’s media personality. He can be heard on BBC London’s (94.9FM) Breakfast Show where he arouses listeners every weekday morning with his unique brand of financial news. He is also a regular commentator on national news programmes including CNBC, BBC News, and Sky News.

David stumbled into the world of broadcasting at the turn of the Millennium when he was invited to comment on the stock market crash. He says, “I think I stunned Londoners speechless when I said the good thing about the crash is that shares are now more affordable for people who want to invest in the stock market!”

His attitude to investing has never wavered, as he always sees downturns in the market as a buying opportunity for long-term investors.