Re-Release - E226 - Joe Kaye Returns (X - @JoeValue)

About this episode

Joe Kaye returns to discuss his experiences in business acquisition and changes in his investment philosophy since his last interview.

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in April 2025. Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this he continues to run a special situations fund, although the focus of the fund has changed. Joe shares his experience of purchasing a business, his experience in the financial advice industry, and changes to his own investment philosophy since his first interview, as well as discussing some of the stocks currently in his portfolio. Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.

People in this episode

Guest: Joe Kaye

Topics covered

• investment philosophy
• financial advice
• business acquisition
• special situations fund
• stock portfolio

Keywords

• investment
• financial advisor
• actuary
• portfolio management
• business purchase

Mentioned in this episode

Organizations: Jeremy Kaye Portfolio Management

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