2347: The Exchange with Scott McKenzie
The Vox Markets Podcast · Vox Markets Podcast
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Show Notes
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In this fascinating interview, accomplished professional UK investor & ex fund manager Scott McKenzie takes me through 22 stock ideas, including:
00:00 Outlook for equities given geopolitical turmoil
03:20 Scott’s investment approach
04:45 Ashtead Technology
08:15 Jet2
12:15 Telecom Plus
17:05 Trainline
21:55 Mobico (formerly National Express)
23:10 BRCK (formerly Brickability)
28:20 Vistry
35:30 Spire Healthcare
37:50 MJ Gleeson
42:00 Tracsis
45:50 Craneware
49:30 Gamma Communications
53:45 Beauty Tech Group
58:35 MONY/Moneysupermarket
63:50 Pets At Home
67:15 Paypoint
71:20 FRP Advisory
73:45 Mercia Asset Mgt
78:10 Brooks MacDonald
81:40 Distribution Finance Capital Holdings
83:50 Goodwin
85:45 Favourite stock idea for next 12 months. IP Group