Neil Shah of Edison Group highlights research claiming there may be a generational opportunity in the UK market, extremely cheap against other markets, particularly the US. The tide in sentiment may be turning and American investors are already looking to the UK to diversify and reduce downside risk. The company highlights 20 stocks in the report: https://tinyurl.com/56sj3h4u. Neil also returns to 4imprint. It is US based, where the promotional products market is highly fragmented. Through marketing efficiency, they are growing market share.

Guests: Neil Shah

Published: Thu 12 December 2024