Episode 1955
1955: The Exchange with William Tamworth of Artemis
The Vox Markets Podcast · Vox Markets Podcast
September 23, 20241h 9m
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through 17 stock ideas, including:
00:00 His approach to investing
08:05 Beeks Financial Cloud
11:50 Alpha Group International & importance of ‘X-factor’ management
17:45 Alphawave IP (audience question)
18:50 NCC
22:10 GB Group
26:10 Pressure Technologies (audience question)
28:05 Serco
31:15 Warpaint
35:15 Future
39:10 Moneysupermarket
42:25 Moonpig
47:15 Next 15
53:05 MJ Gleeson
55:35 AOTI Inc (REG-S, June IPO)
61:05 Alliance Pharma
64:00 H&T
67:45 Supreme
00:00 His approach to investing
08:05 Beeks Financial Cloud
11:50 Alpha Group International & importance of ‘X-factor’ management
17:45 Alphawave IP (audience question)
18:50 NCC
22:10 GB Group
26:10 Pressure Technologies (audience question)
28:05 Serco
31:15 Warpaint
35:15 Future
39:10 Moneysupermarket
42:25 Moonpig
47:15 Next 15
53:05 MJ Gleeson
55:35 AOTI Inc (REG-S, June IPO)
61:05 Alliance Pharma
64:00 H&T
67:45 Supreme