EPISODE · Aug 12, 2024 · 1H 16M
1932: The Exchange with Paul Hill and Paul Jourdan
from The Vox Markets Podcast · host Vox Markets Podcast
In this masterclass of investing, UK small/midcap fund manager Paul Jourdan of Amati Global Investors takes Paul Hill through 17 stock ideas, including:00:00 His approach to investing06:25 Impact from potential UK government changes to IHT10:20 Great Portland Estates 13:35 Boku 16:40 Alpha Group International21:20 QinetiQ 25:00 AJ Bell28:40 Trainline 33:45 Tracsis35:55 Vistry Group39:10 The Property Franchise Group 42:30 Solid State45:20 Aurrigo International48:10 Minimum marketcap threshold51:40 YouGov58:05 Learning Technologies Group63:55 Kooth Digital Health67:00 Intelligent Ultrasound69:55 Franchise Brands plc73:50 FRP Advisory75:15 Outlook for smallcaps#GPE #BOKU #ALPH #QQ #AJB #TRN #TRCS #VTY #TPFG #SOLI #AURR #KOO #YOU #IUG #LTG #FRAN #FRP
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1932: The Exchange with Paul Hill and Paul Jourdan
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