Alex Newman and Lord Lee are joined by Jerry Randall, CEO of Venture Life (VLG), a leader in the consumer self-care market. They discuss the companies history, the outlook for the wider sector and potential upcoming acquisitions.Alex and Lord Lee then discuss recent changes to Lord Lee's portfolio, including his moves involving British house builders Taylor Wimpey (TW), and new position in food ad beverage operator SSP Group (SSPG). Alex and Lord Lee end with a look back on the last year of investing and how Lord Lee's ISA and non-ISA portfolios have performed.Timestamps0:00 Intro2:15 Background on Venture Life3:36 Selling off the manufacturer6:09 How Lord Lee found Venture Life8:03 Jerry Randall's background9:07 Raising money from markets11:59 Wellness industry & compliance16:18 Acquisitions & future deals28:20 Potential for dividends32:41 Lord Lee on the budget33:58 Update on Lord Lee's portfolio35:47 ISA changes38:03 Taylor Wimpey (TW)40:03 New position in SSP42:02 End of year portfolio roundup Hosted on Acast. See acast.com/privacy for more information.