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1887: The Exchange with Neil Shah

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Manage episode 418737062 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://player.fm/legal.
On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including:
00:00 His approach to investing & YTD performance
07:30 Burberry
12:45 AO World
19:45 YouGov
23:20 Mpac Group
27:55 GlobalData Plc
33:30 Equals Money
35:25 Kainos
38:40 Softcat plc
42:00 Any other possible takeover M&A targets?
43:50 Lords Group Trading
50:00 Renew Holdings plc
54:10 Mitie
58:40 Warpaint Cosmetics
60:25 Plus500™
64:15 Victrex
70:00 Rolls-Royce & Rightmove
73:30 Outlook for equities
Disclosure: I own EQLS & VCT, with EQLS, LORD & MPAC being Vox Markets clients.
  continue reading

1919 episodes

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1887: The Exchange with Neil Shah

The Vox Markets Podcast

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Manage episode 418737062 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://player.fm/legal.
On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including:
00:00 His approach to investing & YTD performance
07:30 Burberry
12:45 AO World
19:45 YouGov
23:20 Mpac Group
27:55 GlobalData Plc
33:30 Equals Money
35:25 Kainos
38:40 Softcat plc
42:00 Any other possible takeover M&A targets?
43:50 Lords Group Trading
50:00 Renew Holdings plc
54:10 Mitie
58:40 Warpaint Cosmetics
60:25 Plus500™
64:15 Victrex
70:00 Rolls-Royce & Rightmove
73:30 Outlook for equities
Disclosure: I own EQLS & VCT, with EQLS, LORD & MPAC being Vox Markets clients.
  continue reading

1919 episodes

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