In this fascinating interview, accomplished professional UK investor & ex fund manager Scott McKenzie takes me through 22 stock ideas, including: 00:00 Outlook for equities given geopolitical turmoil 03:20 Scott’s investment approach 04:45 Ashtead Technology 08:15 Jet2 12:15 Telecom Plus 17:05 Trainline 21:55 Mobico (formerly National Express) 23:10 BRCK (formerly Brickability) 28:20 Vistry 35:30 Spire Healthcare 37:50 MJ Gleeson 42:00 Tracsis 45:50 Craneware 49:30 Gamma Communications 53:45 Beauty Tech Group 58:35 MONY/Moneysupermarket 1:63:50 Pets At Home 1:07:15 Paypoint 1:11:20 FRP Advisory 1:13:45 Mercia Asset Mgt 1:18:10 Brooks MacDonald 1:21:40 Distribution Finance Capital Holdings 1:23:50 Goodwin 1:25:45 Favourite stock idea for next 12 months. IP Group #AT. #JET2 #TEP #TRN #MCG #BRCK #VTY #SPI #GLE #TRCS #CRW #GAMA #TBTG #MONY #PETS #PAY #FRP #MERC #BRK #DFCH #GDWN #IPO ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com ------------------------------------------------------------ THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW
