Join our community of smart investors

‘Gifting shares to schools and pupils will be transformational’: Lee and the IC

From bowling alleys to classrooms, Lord Lee and Alex Newman wrap up the year with some fascinating food for thought
December 28, 2023

Instead of a deep dive into one company, in our final episode of 2023, Lord Lee and Alex begin with an end-of-year audit of five holdings in Lord Lee’s portfolio. From a litigation financing firm to a beauty products maker to a bowling alley operator, Lord Lee shares the wins and losses he has experienced as a DIY investor.

The pair also discuss his novel idea of using shares to encourage financial literacy amongst school-age children in the country. With “close to zero” financial literacy among pupils, his plan, which has garnered support from other MPs, could transform the investing landscape for future generations and increase financial responsibility.

This episode was recorded on 21 December.

1:22 Manolete 

6:56 Hollywood Bowl

9:36 PZ Cussons

15:52 FW Thorpe

19:44 Goodwins

25:37 Are we at the bottom of pessimistic sentiment

30:44 Financial literacy in schools