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2092: The Exchange with William Tamworth of Artemis

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Manage episode 481028793 series 2936804
Content provided by jruss88 and Vox Markets Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by jruss88 and Vox Markets Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas:
00:00 Outlook for UK smallcaps
05:15 M&A activity and Corpay’s approach for Alpha International
08:55 Babcock International
11:45 Qinetiq
15:20 Moneysupermarket or MONY
18:30 Telecom Plus
22:15 Moonpig
25:30 Onthebeach
27:25 How important is cashflow yield as a stock picking metric?
28:55 Warpaint
31:10 Mears
34:45 MJ Gleeson & potential Building Safety Levy
38:45 Henry Boot
41:30 GB Group
45:40 Yougov
48:35 NCC
51:50 AOTI Inc
55:40 RWS Holdings
58:25 Beeks Financial Cloud
60:05 Favourite stock idea - Alpha International
#ALPH #BAB
#QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS
  continue reading

2124 episodes

Artwork
iconShare
 
Manage episode 481028793 series 2936804
Content provided by jruss88 and Vox Markets Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by jruss88 and Vox Markets Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas:
00:00 Outlook for UK smallcaps
05:15 M&A activity and Corpay’s approach for Alpha International
08:55 Babcock International
11:45 Qinetiq
15:20 Moneysupermarket or MONY
18:30 Telecom Plus
22:15 Moonpig
25:30 Onthebeach
27:25 How important is cashflow yield as a stock picking metric?
28:55 Warpaint
31:10 Mears
34:45 MJ Gleeson & potential Building Safety Levy
38:45 Henry Boot
41:30 GB Group
45:40 Yougov
48:35 NCC
51:50 AOTI Inc
55:40 RWS Holdings
58:25 Beeks Financial Cloud
60:05 Favourite stock idea - Alpha International
#ALPH #BAB
#QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS
  continue reading

2124 episodes

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