EPISODE · Jul 19, 2024 · 1H 13M
1920: The Exchange Live: Roland Head & Paul Hill
from The Vox Markets Podcast · host Vox Markets Podcast
Watch on YouTubeOn this morning’s Vox Markets Exchange, I was delighted again to speak to accomplished investor Roland Head of Stockopedia including:00:00 His investment approach, YTD returns & the outlook for equities08:00 Burberry13:40 Duke Capital15:40 Serica Energy20:45 James Halstead25:30 Renold27:20 Page group30:50 The Property Franchise Group33:15 PayPoint38:30 RWS45:05 UK brickmakers & Michelmersh Brick47:30 RS Group53:00 Assura & BATS54:30 UK building products sector, Eurocell &Somero60:15 Potential global supply chain disruption if #Trump wins the US Presidential election62:55 Renewables Infrastructure Group68:10 City of London Investment Group71:35 Stocks Roland has been selling
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1920: The Exchange Live: Roland Head & Paul Hill
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