In this fascinating interview, Uber smart investor Paul Jourdan of Amati Global runs through 19 tremendous stock ideas, alongside providing his latest thoughts on the macro economic & geopolitical climate.
Economic soft landing, or mild/severe recession? 04:30
Will there be a ceasefire in Ukraine? 06:10
One attractive sector. 09:05
M&A activity. 10:35
Ensilica & might China invade Taiwan? 13:30
Strip Tinning. 21:20
Zenova. 23:55
Verici DX.28:25
Cake Box. 30:20
NCC. 33:40
S4 Capital. 37:05
Begbies Traynor & FRP Advisory. 38:55
Saietta.41:25
Intelligent Ultrasound. 44:20
Science in Sport. 45:40
Getech. 48:20
Equals. 52:55
tinybuild. 54:00
Belvoir. 55:35
Brooks MacDonald. 57:25
Fusion Antibodies. 5830
Rosslyn Data Tech. 62:00
is the market bottoming? 65:30
Vox Markets Fund Manager Series - Q&A with Amati Global Investors fund manager, Dr Paul Jourdan
Jul 20, 2022Disclaimer & 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.