2350: 2 P's on a Pod: Profit Warnings, Geopolitics & the Hunt for Value
The Vox Markets Podcast · Vox Markets Podcast
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Show Notes
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.
Apologies for the quality of my video today (tech issue), albeit the sound fine.
00:00 How to deal with the current extreme market volatility and pain
03:30 Goodwin
09:20 Spire Healthcare
13:10 Pinewood AI Tech
16:25 Volex
19:30 Luceco
22:25 Gamma Communications
26:00 Crest Nicholson & housebuilders
30:30 Grainger
32:10 NIOX
35:05 PZ Cussons
37:05 S4 Capital
39:40 The Mission Group
43:10 Yougov
48:45 Personal Group
51:05 Mortgage Advice Bureau
53:30 AOTI
56:30 Bloomsbury Publishing
#GDWN #SPI #PINE #LUCE #VLX #GAMA #CRST #GRI #NIOX #PZC #SFOR #TMG #YOU #PGH #AOTI #MAB1 #BMY