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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