Timestamps
00:00 His outlook for equities
05:10 Cavendish Financial (merger of Cenkos & finncap)
07:35 Peel Hunt
10:15 Ashmore
13:15 Jupiter Fund Management
15:30 Mercia Asset Management
18:05 Polar Capital Holdings
20:05 CMC Markets
24:15 AG Barr
26:35 Nichols
23:05 H&T
34:15 Ramsdens
37:20 Mortgage Advice Bureau
40:40 Property Franchise Group / Belvoir
43:40 Henry Boot
46:15 Paypoint
50:50 Trustpilot
56:25 IG Design Group
58:55 ME group (formerly Photome)
61:45 Supreme
66:05 SThree
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 »
Excellent interview Paul, thanks
Graham's investment thoughts were clearly explained and I agree with most of his outlook, I'll definitely be paying better attention to his output moving forward
I note he said he personally only has a few conviction holdings of uk small caps, results these last few years sure as hell back up that decision
His published results last year speak for them selves and I feel Graham's certainly someone worth listening to
I would be very interested in hearing his investment thesis on his favoured mid caps+ if he would agree to another interview in the future
Keep up the good work
Callum
61:45 Supreme (I hold)
I'm underwater today, but am tempted to add.
Edit: Will do so at 15:55:55
