The Vox Markets Podcast 1971: The Exchange with Adam Rackley of Dowgate Cape Wrath
Oct 18, 2024
01:31:32
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