Episode 1932
1932: The Exchange with Paul Hill and Paul Jourdan
The Vox Markets Podcast · Vox Markets Podcast
August 12, 20241h 16m
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Show Notes
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 investing
06:25 Impact from potential UK government changes to IHT
10:20 Great Portland Estates
13:35 Boku
16:40 Alpha Group International
21:20 QinetiQ
25:00 AJ Bell
28:40 Trainline
33:45 Tracsis
35:55 Vistry Group
39:10 The Property Franchise Group
42:30 Solid State
45:20 Aurrigo International
48:10 Minimum marketcap threshold
51:40 YouGov
58:05 Learning Technologies Group
63:55 Kooth Digital Health
67:00 Intelligent Ultrasound
69:55 Franchise Brands plc
73:50 FRP Advisory
75:15 Outlook for smallcaps
#GPE #BOKU #ALPH #QQ #AJB #TRN #TRCS #VTY #TPFG #SOLI #AURR #KOO #YOU #IUG #LTG #FRAN #FRP
00:00 His approach to investing
06:25 Impact from potential UK government changes to IHT
10:20 Great Portland Estates
13:35 Boku
16:40 Alpha Group International
21:20 QinetiQ
25:00 AJ Bell
28:40 Trainline
33:45 Tracsis
35:55 Vistry Group
39:10 The Property Franchise Group
42:30 Solid State
45:20 Aurrigo International
48:10 Minimum marketcap threshold
51:40 YouGov
58:05 Learning Technologies Group
63:55 Kooth Digital Health
67:00 Intelligent Ultrasound
69:55 Franchise Brands plc
73:50 FRP Advisory
75:15 Outlook for smallcaps
#GPE #BOKU #ALPH #QQ #AJB #TRN #TRCS #VTY #TPFG #SOLI #AURR #KOO #YOU #IUG #LTG #FRAN #FRP