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Nội dung được cung cấp bởi Investing Matters. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Investing Matters hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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Investing Matters Podcast Special: Live at the Master Investor Show, 'How undervalued is the UK stock market?'

51:09
 
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Manage episode 406389006 series 3287774
Nội dung được cung cấp bởi Investing Matters. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Investing Matters hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Hi everyone, the London South East and Investing Matters teams and I took the Investing Matters interviews on the road again. We conducted our third "LIVE" event, and it was our second LIVE panel session at the largest investors event in London at the Master Investors Show. With our timely topic of discussion being:

Just how undervalued is the UK Stock Market?

When the UK recovery does come through, which #stocks could have the greatest #investment potential?

From a packed Gallery stage with many delegates finding standing room only, my fantastic panel of stellar investment industry experts consisted of:

George O'Connor : Progressive Research' Technology Analyst, the award-winning, sell-side equities analyst covering software & IT Services

Charlie Huggins (CFA) : Head of Equities of Wealth Club

Stephen Yiu : Lead manager of the Blue Whale Growth Fund

Gervais Williams : Head of Equities of Premier Miton Investors

Each individually and brilliantly delivered their presentations to a packed audience with regards to:

Just how undervalued is the UK Stock Market?

When the UK recovery does come through, which #stocks could have the greatest #investment potential?

The topics recorded from this fantastic panel session for your educational pleasure include:

-Quality shares

-Best stocks

-Valuations

-Takeovers

-New Tech cycle

-UK attractiveness / cheapness

-Potential UK catalysts

-Value stocks

-Total returns

-Stock picking

-Quantitative Tightening & Quantitative Easing

-Artificial Intelligence

-Generative Ai

-Global mindset / Home bias

-Computacenter

-Next Plc

-Compass Group

-YU Group

-CyanConnode

-Relx

-Experian

-Croda

-Capita

-Beeks Financial

-Oxford Metrics

-Magnificent 7

-Nvidia

-Total Addressable Market

-Sitting on a goldmine

& much more

The London South East, Investing Matters teams and I, as host of the LIVE Investing Matters panel session at the Master Investor Show, would like to say a huge thank you to George O’Connor, Charlie Huggins, Gervais Wiliams and Stephen Yiu for their outstanding presentations, for sharing their knowledge, expertise, strategies and for answering the questions of our astute LIVE Master Investor Show audience and our global Investing Matters audience.

I would personally also like to also say a huge thank you to Tim Corcoran and the Master Investor Show team for their kindness, support and for achieving what was the best and most successful Master Investor Show 2024.

We hope you enjoy this recording and very much look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

  continue reading

70 tập

Artwork
iconChia sẻ
 
Manage episode 406389006 series 3287774
Nội dung được cung cấp bởi Investing Matters. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Investing Matters hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Hi everyone, the London South East and Investing Matters teams and I took the Investing Matters interviews on the road again. We conducted our third "LIVE" event, and it was our second LIVE panel session at the largest investors event in London at the Master Investors Show. With our timely topic of discussion being:

Just how undervalued is the UK Stock Market?

When the UK recovery does come through, which #stocks could have the greatest #investment potential?

From a packed Gallery stage with many delegates finding standing room only, my fantastic panel of stellar investment industry experts consisted of:

George O'Connor : Progressive Research' Technology Analyst, the award-winning, sell-side equities analyst covering software & IT Services

Charlie Huggins (CFA) : Head of Equities of Wealth Club

Stephen Yiu : Lead manager of the Blue Whale Growth Fund

Gervais Williams : Head of Equities of Premier Miton Investors

Each individually and brilliantly delivered their presentations to a packed audience with regards to:

Just how undervalued is the UK Stock Market?

When the UK recovery does come through, which #stocks could have the greatest #investment potential?

The topics recorded from this fantastic panel session for your educational pleasure include:

-Quality shares

-Best stocks

-Valuations

-Takeovers

-New Tech cycle

-UK attractiveness / cheapness

-Potential UK catalysts

-Value stocks

-Total returns

-Stock picking

-Quantitative Tightening & Quantitative Easing

-Artificial Intelligence

-Generative Ai

-Global mindset / Home bias

-Computacenter

-Next Plc

-Compass Group

-YU Group

-CyanConnode

-Relx

-Experian

-Croda

-Capita

-Beeks Financial

-Oxford Metrics

-Magnificent 7

-Nvidia

-Total Addressable Market

-Sitting on a goldmine

& much more

The London South East, Investing Matters teams and I, as host of the LIVE Investing Matters panel session at the Master Investor Show, would like to say a huge thank you to George O’Connor, Charlie Huggins, Gervais Wiliams and Stephen Yiu for their outstanding presentations, for sharing their knowledge, expertise, strategies and for answering the questions of our astute LIVE Master Investor Show audience and our global Investing Matters audience.

I would personally also like to also say a huge thank you to Tim Corcoran and the Master Investor Show team for their kindness, support and for achieving what was the best and most successful Master Investor Show 2024.

We hope you enjoy this recording and very much look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

  continue reading

70 tập

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