• 1962: The Exchange with Judith Mackenzie of Downing

  • Sep 27 2024
  • Length: 1 hr and 7 mins
  • Podcast

1962: The Exchange with Judith Mackenzie of Downing

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  • Summary

  • In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including:

    00:00 Her approach to investing & outlook for UK equities
    08:45 Eagle Eye Solutions
    12:50 1Spatial
    15:45 EKF Diagnostics & Argentex
    17:20 Tracsis
    23:05 Fonix Mobile
    27:50 Cohort
    30:10 Learning points from 2 past losses
    34:00 Avingtrans
    39:45 Equals
    42:15 hVIVO
    48:10 H&T
    52:15 What to do when shares drop on good news
    53:20 How to identify value traps
    55:05 Facilities by ADF
    58:40 Flowtech Fluidpower
    1:00:05 Kitwave
    1:02:40 Synectics
    1:05:00 Current share most excited about, recent sales & final key messages

    #EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX
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