ShareSoc
INVESTOR ACADEMY

Multi-media Investor Education & Commentary

This page contains a catalogue of some of the better multi-media educational & informational materials freely available. Click on the specific links or on the logos of the sites referenced to visit them.

Free, unbiased and essential guidance.
ShareSoc Investing Basics has 10 easy 10-minute sessions, from the principles of stock markets, how investing works and when to buy or sell, to the various routes into share ownership and the best ways to research potential investments.

A range of webinars (scroll down the page for archived recordings) and video tutorials are available from Stockopedia. As might be expected, they do focus on applying the tools that Stockopedia offers its subscribers, to help them construct and manage their portfolios. Nevertheless, even if not a subscriber, many of the webinars offer useful surveys of important investment topics. The tutorials are more focused on how to use the tools Stockopedia provides.

Stockbroker & wealth manager Killik & Co have published an extensive series of useful educational videos, under the banner “Killik Explains”, here. ShareSoc has catalogued these materials for your convenience, here.

Share Radio is a UK digital radio station, publishing a continuous schedule of investment related programmes. Listen out for ShareSoc director David Stredder, who appears regularly in Share Radio’s Smallcaps feature.

Stockbroker A.J.Bell publish a useful series of webcasts, which include company, economic and strategy commentary.

The Association of Investment Companies (which represents such companies) has created a video series to help demystify some key investment company concepts, from the closed-ended structure to discounts.

Corporate Presentations and Interviews

A number of organisations publish corporate presentations and director interviews. These can be useful to investors in understanding potential investments. Be careful, though: good CEOs are usually excellent salesmen, so treat any claims with appropriate caution and seek evidence to back them up, where possible. We catalogue selected providers here:

Paul Scott’s QualitySmallCaps site has a good selection of probing interviews with executives and with a few investing peers.

Private Investor World produces and publishes a range of videos of corporate presentations, including recordings of ShareSoc events. We would like to thank PI World for their support.

offer a wide range of videos from their corporate clients. It’s worth searching their collection for material on any company you might be interested in researching further.

is another source of a broad range of audio and visual recordings from their corporate clients. Another good place to look when researching a potential investment

Offers director interviews (which you will find by exploring the Share Talk website)

In addition to their research notes (mentioned here), Edison also have an extensive series of video interviews with directors on their “Edison TV“ channel.

“Conkers’ Corner” offers interviews with experienced investors, including interviews with ShareSoc directors David Stredder and Mark Bentley, and former director Leon Boros. The investor interviews are particularly useful in studying other investors’ strategies, which can help you refine your own strategy. You can also subscribe to Conkers’ YouTube Channel .

Five Minute Pitch TV produces a range of corporate videos mainly for institutional and private investors.

Group description:	Our group members have wide ranging investment experience and work backgrounds. Discussion topics include reviewing our recent stock or collective investment buying and selling activity, plus what we are considering buying or selling and the reasons for our decisions. We also have a wider discussion on where we think opportunities might arise in the next few months and what we think needs to be avoided. Members occasionally lead discussions on specific topics such as recent events attended, articles or books of interest and sources of investment ideas and information.
Meeting Type/Venue:	Since the pandemic our meetings have been held on Zoom, but the aim is to resume meeting in person at the usual venue which is in a location a few miles to the west of Colchester.
Meeting Frequency/Timing:	We meet midweek every two months. Zoom meetings run for about two hours from 10.30am and in person meetings from 11am until about 3pm, including a break for lunch.

Group description:	This group is open to all levels of investor and is particularly popular because it meets after working hours in central London. The meeting usually has a presentation or group discussion on aspects of investing and also runs a Buys & Sells session which gives everyone the chance to see what the other group members are buying or selling and why.
Meeting Type/Venue:	The venue is near Victoria Station in a pub where the group also enjoy a meal from a typical pub menu.
Meeting Frequency/Timing:	This group meets in the evening in London. It is a face to face group that meets every third Tuesday in the month from 6.30pm to 9pm.

Group description:	This group is for those interested in investing in the USA. It is open to all investors with a special interest in this area and all levels of experience are welcome. A typical meeting will have a discussion on a particular market issue or a presentation by a member or external speaker on a subject of interest to the group. All members are expected to play a part in presenting and to take an active role in making the group of value to all its members.
Meeting Type/Venue:	As a specialist group with a wide geographic spread of members, our meetings are held on zoom.
Meeting Frequency/Timing:	Meetings are monthly and are held on the third Tuesday in the month from 11-12.30PM.

Group description:	This group was set up as a forum to discuss companies in detail, each company is introduced by a member and discussion may last one or two hours. Membership is by invitation only.
Meeting Type/Venue:	The group meets at a venue in Waterloo, London.
Meeting Frequency/Timing:	Meetings are from 11.00 until 16.30 and at two month intervals.

Group description:	This group was set up as a forum to discuss companies in detail, each company is introduced by a member and discussion may last one or two hours. Membership is by invitation only.
Meeting Type/Venue:	The group meets at a venue in Waterloo, London.
Meeting Frequency/Timing:	Meetings are from 11.00 until 16.30 and at two month intervals.

Group description:	Group focused on active investing, primarily in small / medium cap UK equities.
Meeting Type/Venue:	Zoom.
Meeting Frequency/Timing:	Monthly on Saturdays at 10am.

Group description:	A small group whose primary interests are equity and Investment Trusts.
Meeting Type/Venue:	Currently meeting online using Skype. It is envisaged to have occasional meetings at member’s private houses in the future.
Meeting Frequency/Timing:	Meetings are held fortnightly on Tuesday mornings using Skype.

Group description:	A long-established group, however, we welcome new applications. Our meetings start at 10:15am with coffee and scones when members comment on their investment activities since the previous month. Generally, each member reports on a specific Company/IT/Fund e.t.c. This brings us to about 12:30pm when the meeting ends, and we have lunch.
Meeting Type/Venue:	In-person at a Golf Club in Belfast.
Meeting Frequency/Timing:	The group usually meets on the second Wednesday of the month, all year round, except in July and August when we have no meetings. Meetings commence at 10:15am and last 2-3 hours (including lunch).

Group description:	We welcome anyone interested in investments regardless of their level of knowledge and experience.
Meeting Type/Venue:	Physical meeting in the Boardroom of a venue in RG9 (pre-meetings in the bar).
Meeting Frequency/Timing:	Monthly – 3rd Wednesday of each month at 18:00 (except January, where the meeting will be held at lunch time).