2092: The Exchange with William Tamworth of Artemis

from The Vox Markets Podcast · host Vox Markets Podcast

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 smallcaps05:15 M&A activity and Corpay’s approach for Alpha International08:55 Babcock International11:45 Qinetiq15:20 Moneysupermarket or MONY18:30 Telecom Plus22:15 Moonpig25:30 Onthebeach27:25 How important is cashflow yield as a stock picking metric?28:55 Warpaint31:10 Mears34:45 MJ Gleeson & potential Building Safety Levy38:45 Henry Boot41:30 GB Group45:40 Yougov48:35 NCC51:50 AOTI Inc55:40 RWS Holdings58:25 Beeks Financial Cloud60:05 Favourite stock idea - Alpha International#ALPH #BAB#QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS

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This episode was published on May 6, 2025.

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