Timestamps
00:00 Equity outlook
08:45 Animalcare Group
14:45 CVS Group Plc
20:40 Anpario plc
25:00 Fever-Tree
30:50 Warpaint Cosmetics
36:20 Inspiration Healthcare
42:05 Avingtrans
48:35 Franchise Brands plc
55:40 FLOWTECH FLUIDPOWER PLC
01:02:00 Tracsis plc
01:06:30 Eckoh
01:10:20 Oxford Metrics
01:15:10 Quartix UK Technologies
01:21:30 Gamma Communications
01:25:20 Redcentric
01:29:55 Kitwave Wholesale Group
Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, Roche, WATR, VCT, MBH, ASTO, IOM, TR25, ESYS, ELCO, IHC, Paypal & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, FIN, AVG, AVCT, LLAI, VLG, FADL, SUP, ELCO, LORD , MPAC & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62%. Meaning 38% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.5x larger than my losers. Please Do Your Own Research. more »
Thanks Paul, I always find Stephen English so interesting and easy to follow. Great interview once again, so thanks for sharing. Warpaint London (LON:W7L) my largest position sounds promising, so fingers crossed.
Agreed Lefty99. Stephen is a super smart investor who certainly does his research.
In fact I loved his story of checking out IHC's premature baby warmer/ventilator with the nurse, whilst his wife was giving birth to their 2nd child in hospital.
That was a great round up thanks Paul and Stephen. Some very interesting companies highlighted for further research!
