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2077: The Exchange with Judith Mackenzie of Downing

1:11:25
 
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Manage episode 477008065 series 2936804
Content provided by jruss88 and Vox Markets Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by jruss88 and Vox Markets Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies.
00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM.
09:30 Cohort
11:20 Avingtrans
15:10 Inspecs
17:40 Flowtech Fluidpower
21:00 Ashtead Technology
23:45 Liquidity in stocks with mrkcaps of <£50m
26:20 Springfield Properties
29:55 The Property Franchise Group
34:15 Passive vs Active fund management
38:15 Eagle Eye
44:20 hVIVO
49:15 Tracsis
52:50 1Spatial
56:10 Ramsdens and H&T (58:50)
59:00 Hargreaves Services
61:35 Frenkel Topping
65:15 Kitwave Wholesale
67:40 Most macro attuned stock idea for the road ahead. Synectics (NOT recommendation)
  continue reading

2117 episodes

Artwork
iconShare
 
Manage episode 477008065 series 2936804
Content provided by jruss88 and Vox Markets Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by jruss88 and Vox Markets Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies.
00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM.
09:30 Cohort
11:20 Avingtrans
15:10 Inspecs
17:40 Flowtech Fluidpower
21:00 Ashtead Technology
23:45 Liquidity in stocks with mrkcaps of <£50m
26:20 Springfield Properties
29:55 The Property Franchise Group
34:15 Passive vs Active fund management
38:15 Eagle Eye
44:20 hVIVO
49:15 Tracsis
52:50 1Spatial
56:10 Ramsdens and H&T (58:50)
59:00 Hargreaves Services
61:35 Frenkel Topping
65:15 Kitwave Wholesale
67:40 Most macro attuned stock idea for the road ahead. Synectics (NOT recommendation)
  continue reading

2117 episodes

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