『The Vox Markets Podcast』のカバーアート

The Vox Markets Podcast

The Vox Markets Podcast

著者： Vox Markets Podcast
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 Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.Vox Markets 個人ファイナンス 経済学
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  • 2172: Small-cap Investing with Paul Hill and Paul Scott

    2172: Small-cap Investing with Paul Hill and Paul Scott
    2025/08/20
    Watch on YouTube

    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

    00:00 What today’s UK inflation data means for bond yields and the stock market.
    04:30 Will there be a peace deal between Russia & Ukraine?
    05:30 Possible impact of autonomous driving on telematics software firms Microlise, Quartix & Seeing Machines
    08:20 Aurrigo International
    11:00 Inspiration Healthcare
    15:30 Costain
    18:15 IWG/Regus
    24:20 Thoughts on recovery of office market
    25:40 Applied Nutrition
    28:10 Tribal Group
    34:25 Manolete
    37:40 Feedback from conversation with Pennant International CEO
    44:20 TT Electronics
    48:00 Morgan Advanced Materials
    52:30 Anglo Eastern Plantations
    55:10 Coats
    57:05 Ashtead Technology
    1:02:45 Pebble Beach Systems
    1:06:35 Tekmar Group
    1:08:20 Revolution Beauty & possible trading read across to Warpaint

    #SAAS #QTX #SEE #AURR #COST #IWG #APN #TRB #MANO #PEN #TTG #MGAM #AEP #COA #AT. #PEB #TGP #REVB #W7L
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    1 時間 14 分
  • 2171: The Exchange with Paul Jourdan of Amati Global Investors

    2171: The Exchange with Paul Jourdan of Amati Global Investors
    2025/08/18
    Watch on YouTube

    In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 14 stock ideas.

    00:00 Equity outlook
    03:00 When will there be a peace agreement between Ukraine and Russia?
    05:50 Chemring
    10:55 Qinetiq
    12:20 Ashtead Technology
    17:10 Serica Energy
    21:20 Petrotal
    23:55 Big Technologies
    29:10 Kainos
    34:40 Trainline
    41:00 Greatland Gold
    47:40 Hochschild
    50:20 Tracsis
    53:25 GB Group
    58:25 Mercia Asset Management
    61:40 Favourite stock idea for 2026. BOKU

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    1 時間 7 分
  • 2170: Fintel CEO Matt Timmins Reveals Bold Growth Plans After Record First Half

    2170: Fintel CEO Matt Timmins Reveals Bold Growth Plans After Record First Half
    2025/08/15
    Watch on YouTube

    In an exclusive interview with Vox Markets, Fintel CEO Matt Timmins breaks down the company’s strong H1 performance, highlights key growth drivers, and teases strategic partnerships and acquisitions on the horizon. With recurring revenues rising and digital transformation accelerating, Timmins outlines why Fintel is positioning itself as the “intel inside” of UK financial services. A must-watch for investors looking for steady growth and hidden upside.
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    9 分
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