
CEO of Venture Life & end of year roundup: Lee and The IC
Dienstag, 16. Dezember 2025 · 45 min
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Shownotes
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 company's 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 and 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.
Timestamps
Intro
Background on Venture Life
Selling off the manufacturer
How Lord Lee found Venture Life
Jerry Randall's background
Raising money from markets
Wellness industry & compliance
Acquisitions & future deals
Potential for dividends
Lord Lee on the budget
Update on Lord Lee's portfolio
ISA changes
Taylor Wimpey (TW)
New position in SSP
End of year portfolio roundup
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