In this episode, Alex and Lord Lee are joined by the chief executive of a company that some have aptly called ‘a John Lee stock’. Louis Hall, founder and CEO of the software solutions company Cerillion Technologies has plenty of skin in the game, a quality Lord Lee holds in high regard and has led him to successful investments.
Listen to the episode to hear the trio discuss the business’s backstory, the benefit of investing in research and development, understanding a complex company as a private investor and much more.
Lee and the IC will return later in the summer.
Timestamps
1:13 Introduction to Cerillion
6:37 Resource centres
9:51 Experience of public markets
13:27 How John got involved
17:57 Forecasts for the business
20:19 John’s approach to understanding the business
22:07 Investing in R&D
26:21 Having cash on the balance sheet
29:12 The importance of naming customers
30:32 Where Louis rates his business on 1-10
31:58 Concentration of the customer base
35:07 Louis’s future with the company
37:36 John’s portfolio
40:13 John’s take on the current UK stock market
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27 май 2024
