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Innhold levert av jruss88 and Vox Markets Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av jruss88 and Vox Markets Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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1962: The Exchange with Judith Mackenzie of Downing

1:07:24
 
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Manage episode 442316424 series 2936804
Innhold levert av jruss88 and Vox Markets Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av jruss88 and Vox Markets Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including:
00:00 Her approach to investing & outlook for UK equities
08:45 Eagle Eye Solutions
12:50 1Spatial
15:45 EKF Diagnostics & Argentex
17:20 Tracsis
23:05 Fonix Mobile
27:50 Cohort
30:10 Learning points from 2 past losses
34:00 Avingtrans
39:45 Equals
42:15 hVIVO
48:10 H&T
52:15 What to do when shares drop on good news
53:20 How to identify value traps
55:05 Facilities by ADF
58:40 Flowtech Fluidpower
1:00:05 Kitwave
1:02:40 Synectics
1:05:00 Current share most excited about, recent sales & final key messages
#EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX
  continue reading

1996 episoder

Artwork
iconDel
 
Manage episode 442316424 series 2936804
Innhold levert av jruss88 and Vox Markets Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av jruss88 and Vox Markets Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including:
00:00 Her approach to investing & outlook for UK equities
08:45 Eagle Eye Solutions
12:50 1Spatial
15:45 EKF Diagnostics & Argentex
17:20 Tracsis
23:05 Fonix Mobile
27:50 Cohort
30:10 Learning points from 2 past losses
34:00 Avingtrans
39:45 Equals
42:15 hVIVO
48:10 H&T
52:15 What to do when shares drop on good news
53:20 How to identify value traps
55:05 Facilities by ADF
58:40 Flowtech Fluidpower
1:00:05 Kitwave
1:02:40 Synectics
1:05:00 Current share most excited about, recent sales & final key messages
#EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX
  continue reading

1996 episoder

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