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LIVE - The Exchange with Neil Shah

08:49, 17th May 2024
Paul Hill

On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including:

00:00 His approach to investing & YTD performance
07:30 Burberry
12:45 AO World
19:45 YouGov
23:20 Mpac Group 
27:55 GlobalData Plc
33:30 Equals Money
35:25 Kainos
38:40 Softcat plc
42:00 Any other possible takeover M&A targets?
43:50 Lords Group Trading
50:00 Renew Holdings plc
54:10 Mitie
58:40 Warpaint Cosmetics
60:25 Plus500™
64:15 Victrex
70:00 Rolls-Royce & Rightmove
73:30 Outlook for equities

Disclosure: I own EQLS & VCT, with EQLS, LORD & MPAC being Vox Markets clients.


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The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.