Timestamps
00:00 Why the stars are aligning for smallcaps
06:50 RWS Group
13:45 Equals Money
21:40 PayPal
26:50 TP ICAP
28:55 WATER INTELLIGENCE PLC
30:10 UK March 2025 Gilts (TR25)
38:40 GBG Plc
41:30 Pfizer, Bristol Myers Squibb & Roche
43:35 To chart, or not to chart? That is the question.
57:00 Verici Dx
Disclosure: I own Equals, Pfizer, Bristol Myers, Roche, TP ICAP, RWS, TR25 Gilts, GB Group and Water Intellience
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 »
