The Exchange with William Tamworth of Artemis
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
11:45
15:20 Moneysupermarket or MONY
18:30
22:15
25:30
27:25 How important is cashflow yield as a stock picking metric?
28:55
31:10
34:45 & potential Building Safety Levy
38:45
41:30
45:40
48:35
51:50
55:40
58:25
60:05 Favourite stock idea - Alpha International
#ALPH #BAB #QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS
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.