Latest / The Vox Markets Podcast
1971: The Exchange with Adam Rackley of Dowgate Cape Wrath
In this investing masterclass, 'deep value' UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including:00:00 Approach to investing & outlook for equities07:35 Alliance Pharma13:15 Marston's17:50 Gulf Marine Services21:25 Deepest of deep value investing26:00 PZ Cussons30:05 De La Rue31:35 Watkin Jones37:15 MJ Gleeson41:15 Enquest47:25 Avoiding falling knives & will #WJG need an equity raise?53:15 Future55:05 Costain58:55 Sectors to avoid & UK recruiters1:02:05 Eurocell1:06:30 Renewi1:10:05 Synthomer1:105:20…
The skinny
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