In this fascinating interview, Uber smart investor Paul Jourdan of Amati Global runs through 19 tremendous stock ideas, alongside providing his latest thoughts on the macro economic & geopolitical climate.
00:00 Outlook for equities.
04:30 Economic soft landing, or mild/severe recession?
06:10 Will there be a ceasefire in Ukraine?
09:05 One attractive sector
10:35 M&A activity.
13:30 Ensilica #ENSI & might China invade Taiwan?
21:20 Strip Tinning #STG
23:55 Zenova #ZED
28:25 Verici DX #VRCI
30:20 Cake Box #CBOX
33:40 NCC #NCC
37:05 S4 Capital #SFOR
38:55 Begbies Traynor #BEG & FRP Advisory #FRP
41:25 Saietta #SED
44:20 Intelligent Ultrasound #IUG
45:40 Science in Sport #SIS
48:20 Getech #GTC
52:55 Equals #EQLS
54:00 tinybuild #TBLD
55:35 Belvoir #BLV
57:25 Brooks MacDonald #BRK
58:30 Fusion Antibodies #FAB
01:02:00 Rosslyn Data Tech #RDT
01:05:30 is the market bottoming?
