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‘You can’t get selling right every time’: Lee and the IC

Lord Lee on his largest holding, the art of knowing when to sell, and recent changes to his portfolio
October 24, 2023

In this episode, Alex and John begin with a dive into John’s largest, and most successful, holding, Treatt Plc. He delves into his history with the flavour and fragrance company and explains what led him to own it for so long.

This leads tidily onto a conversation on the art, and challenge, of selling, the downfalls he’s experienced and what he’s learned from his time as a DIY investor.

The duo also discuss how important political environments are to investing and finally, he answers questions from listeners.

This episode was recorded on 19th October.