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The Desert Island Investor

The Desert Island Investor

By: Mark Atkinson and Paul Kerin
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The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. The stocks that Mark reviews on this channel are from his real portfolio and not a 'virtual' portfolio, so these are genuine win-some, lose-some stories. We hope that you'll also enjoy our regular feature 'Question in a Bottle' where Mark answers listeners' questions about investing.© 2025 Mark Atkinson and Paul Kerin Economics Leadership Management & Leadership Personal Finance
Episodes
  • A review of my holding in engineering polymer experts Victrex plc (VCT)
    May 1 2025

    Victrex plc are producers of high performance engineering polymers and a range of thermoplastic products including films, tapes, pipes, fibres and filaments. Victrex also offer a bespoke service for the design, prototyping and manufacture of injection moulded alternatives to metal parts. In this episode Mark talks about his holding in Victrex and explains how he sees the company's future supplying polymers and parts for use by the medical, aerospace and automobile industries.

    Links:

    Victrex
    https://www.victrex.com/en/

    The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

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    34 mins
  • Question in a Bottle. How will Trump's tariffs affect your investments?
    Apr 20 2025

    Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, subscriber Jim Doherty asks Mark for his opinion on the recent trade tariffs introduced by Donald Trump.

    If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bottle using the email form on https://www.thedesertislandinvestor.co.uk

    Question in a Bottle and The Desert Island Investor podcast are generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

    Show More Show Less
    12 mins
  • The fight wasn't over when I visited the 2025 Titon Holdings AGM
    Apr 3 2025

    Titon Holdings plc (TON) is one of Mark's investments that has been dogged with problems and it is currently a loss-making component of his portfolio. In this podcast, Mark provides his feedback from attending their 2025 AGM where he was encouraged to see that work is being done to attempt a recovery. To listen to Mark's review of the previous 2024 AGM, which was a little more confrontational, follow the link below:

    Titon Holdings 2024 AGM: https://share.transistor.fm/s/791954a6

    Links:

    Titon Holdings
    https://www.titon.com/uk/investors/

    The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. Boxing photo: Mike Tyson knocks out Tyrell Biggs. BillCramer. Wikimedia Commons (CC-BY-SA 4.0). SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto. Parrot Jungle: SoundBytez. Street Drummers: kevp888.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

    Show More Show Less
    43 mins

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