The Vox Markets Podcast 2092: The Exchange with William Tamworth of Artemis
May 6, 2025
01:02:39
In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas:
00:00 Outlook for UK smallcaps
05:15 M&A activity and Corpay’s approach for Alpha International
08:55 Babcock International
11:45 Qinetiq
15:20 Moneysupermarket or MONY
18:30 Telecom Plus
22:15 Moonpig
25:30 Onthebeach
27:25 How important is cashflow yield as a stock picking metric?
28:55 Warpaint
31:10 Mears
34:45 MJ Gleeson & potential Building Safety Levy
38:45 Henry Boot
41:30 GB Group
45:40 Yougov
48:35 NCC
51:50 AOTI Inc
55:40 RWS Holdings
58:25 Beeks Financial Cloud
60:05 Favourite stock idea - Alpha International
#ALPH #BAB
#QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS
00:00 Outlook for UK smallcaps
05:15 M&A activity and Corpay’s approach for Alpha International
08:55 Babcock International
11:45 Qinetiq
15:20 Moneysupermarket or MONY
18:30 Telecom Plus
22:15 Moonpig
25:30 Onthebeach
27:25 How important is cashflow yield as a stock picking metric?
28:55 Warpaint
31:10 Mears
34:45 MJ Gleeson & potential Building Safety Levy
38:45 Henry Boot
41:30 GB Group
45:40 Yougov
48:35 NCC
51:50 AOTI Inc
55:40 RWS Holdings
58:25 Beeks Financial Cloud
60:05 Favourite stock idea - Alpha International
#ALPH #BAB
#QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS