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1849: Vox Markets Fund Manager Series: Josh Northrop of Whitman Asset Management
The Vox Markets Podcast
10-04-2024 • 1 hr 21 mins
In this interview, accomplished fund manager Josh Northrop of Whitman Asset Management takes Vox Markets through his latest thoughts on the markets alongside highlighting 14 investment ideas.
00:00 Equity outlook
08:40
Netcall
14:25
Cerillion
19:10
Tracsis
23:10
Auction Technology
30:00
Advanced Medical Solutions
35:05
CVS Group
40:30
Porvair
43:20
Johnson Service Group
48:55
Calnex Solutions
53:05
Bloomsbury Publishing
58:30
Macfarlane
62:40
RWS Holdings
66:45
Restore
70:50
Victoria Plumbing
74:25 When to sell?
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