Episode 2322
2322: The Exchange with Paul Jourdan of Amati Global
The Vox Markets Podcast · Vox Markets Podcast
February 23, 20261h 14m
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Show Notes
In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 15 stock ideas.
00:00 Equity outlook
01:40 Greatland Resources / Gold
06:55 Boku
11:30 Wilmington (recent purchase)
17:50 Accesso
23:50 Kainos
29:20 Alfa Financial
31:55 GB Group
38:00 Gamma Communications
41:20 Yu Group
46:25 Serica Energy
52:25 Grainger
54:35 Jet2
56:55 Big Technologies
62:45 Trainline
69:40 Favourite stock idea(s) for next 12 months: Yu Group & Telecom Plus
00:00 Equity outlook
01:40 Greatland Resources / Gold
06:55 Boku
11:30 Wilmington (recent purchase)
17:50 Accesso
23:50 Kainos
29:20 Alfa Financial
31:55 GB Group
38:00 Gamma Communications
41:20 Yu Group
46:25 Serica Energy
52:25 Grainger
54:35 Jet2
56:55 Big Technologies
62:45 Trainline
69:40 Favourite stock idea(s) for next 12 months: Yu Group & Telecom Plus