Episode 1971
1971: The Exchange with Adam Rackley of Dowgate Cape Wrath
The Vox Markets Podcast · Vox Markets Podcast
October 18, 20241h 31m
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Show Notes
In this investing masterclass, 'deep value' UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including:
00:00 Approach to investing & outlook for equities
07:35 Alliance Pharma
13:15 Marston's
17:50 Gulf Marine Services
21:25 Deepest of deep value investing
26:00 PZ Cussons
30:05 De La Rue
31:35 Watkin Jones
37:15 MJ Gleeson
41:15 Enquest
47:25 Avoiding falling knives & will #WJG need an equity raise?
53:15 Future
55:05 Costain
58:55 Sectors to avoid & UK recruiters
1:02:05 Eurocell
1:06:30 Renewi
1:10:05 Synthomer
1:105:20 Wynnstay
1:22:05 TT Electronics and XP Power
1:26:10 UK asset Managers & Liontrust
#APH #MARS #GMS #PZC #DLAR #WJG #GLE #ENQ #FUTR #ECEL #COST #RWI #SYNT #WYN #TTG #XPP #LIO
00:00 Approach to investing & outlook for equities
07:35 Alliance Pharma
13:15 Marston's
17:50 Gulf Marine Services
21:25 Deepest of deep value investing
26:00 PZ Cussons
30:05 De La Rue
31:35 Watkin Jones
37:15 MJ Gleeson
41:15 Enquest
47:25 Avoiding falling knives & will #WJG need an equity raise?
53:15 Future
55:05 Costain
58:55 Sectors to avoid & UK recruiters
1:02:05 Eurocell
1:06:30 Renewi
1:10:05 Synthomer
1:105:20 Wynnstay
1:22:05 TT Electronics and XP Power
1:26:10 UK asset Managers & Liontrust
#APH #MARS #GMS #PZC #DLAR #WJG #GLE #ENQ #FUTR #ECEL #COST #RWI #SYNT #WYN #TTG #XPP #LIO