Vox Markets Fund Manager Series: Stuart Widdowson of Odyssean Capital
Episode 1524, Jul 07, 2023, 08:49 AM
(Watch the video interview HERE)
In this interview, fund manager Stuart Widdowson of Odyssean Investment Trust takes Vox through 17 stocks
00:00 Outlook for equities
05:05 M&A activity
07:20 Generative AI Ascential
08:35 RWS Holdings
11:15 Wilmington
13:20 Spire Healthcare
17:10 Benchmark
19:50 NCC
23:45 Chemring
26:05 Elementis
29:30 Flowtech Fluidpower.
32:10 Gooch & Housego
34:55 James Fischer
37:20 Stabilus SA
39:45 Xaar.
42:25 XP Power
45:15 Videndum
47:15 How to assess indebted companies
49:15 Dialight
51:25 Where looking to deploy capital
In this interview, fund manager Stuart Widdowson of Odyssean Investment Trust takes Vox through 17 stocks
00:00 Outlook for equities
05:05 M&A activity
07:20 Generative AI Ascential
08:35 RWS Holdings
11:15 Wilmington
13:20 Spire Healthcare
17:10 Benchmark
19:50 NCC
23:45 Chemring
26:05 Elementis
29:30 Flowtech Fluidpower.
32:10 Gooch & Housego
34:55 James Fischer
37:20 Stabilus SA
39:45 Xaar.
42:25 XP Power
45:15 Videndum
47:15 How to assess indebted companies
49:15 Dialight
51:25 Where looking to deploy capital