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The Exchange

12:51, 15th March 2024
Paul Hill
Q&A
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On today's live ‘Exchange’ for Vox Markets, I was delighted to speak to accomplished investor & research analyst Neil Shah of Edison – including:

00:00 His investment approach & Edison Group’s ‘high conviction’ Illuminator portfolio.
08:35 Rolls-Royce
17:25 Thoughts on CMA’s review of vet pricing and impact on CVS Group Plc
20:45 Smith+Nephew
25:55 Ashtead Group Plc
27:45 Softcat plc
32:05 When to trim or sell winners?
33:55 Judges Scientific Plc
37:05 iomart
42:40 Impax Asset Management
48:10 Diaceutics PLC
53:15 YouGov
58:55 How can investors best access equity research?
62:15 Cake Box
68:20 4imprint
74:45 Venture Life Group plc
78:20 Outlook for UK equities and M&A trend

Disclosure : Paul Hill owns Iomart, whilst Venture Life is a Vox Markets client.

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Disclaimer & Declaration of Interest

The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.

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