2092: The Exchange with William Tamworth of Artemis

The Vox Markets Podcast · May 6, 2025 · 1h 2m

In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas:

00:00 Outlook for UK smallcaps

05:15 M&A activity and Corpay’s approach for Alpha International

08:55 Babcock International

11:45 Qinetiq

15:20 Moneysupermarket or MONY

18:30 Telecom Plus

22:15 Moonpig

25:30 Onthebeach

27:25 How important is cashflow yield as a stock picking metric?

28:55 Warpaint

31:10 Mears

34:45 MJ Gleeson & potential Building Safety Levy

38:45 Henry Boot

41:30 GB Group

45:40 Yougov

48:35 NCC

51:50 AOTI Inc

55:40 RWS Holdings

58:25…