In this investing masterclass, Richard Penny of Oberon Investments - kindly takes me through his view of the markets and latest thoughts on 20 companies.
Apologies for the poor sound quality during the first 3 mins.
00:00 Equity outlook and how to invest in special situations.
04:20 Whitbread and Great Portland Estates
07:05 DF Capital
10:35 Verici Dx
14:05 InvestAcc
17:20 RM plc
21:55 Zegona Communications
25:10 Xaar
30:40 Eagle Eye
34:35 AdvancedADVT
37:20 Oxford Biomedica
41:15 CREO Medical
45:50 Genus
48:15 Mincon
50:05 Flowtech Fluidpower
52:10 Crest Nicholson
56:05 XP Factory
57:40 Acceler8 Ventures
60:15 Tekmar
62:20 One Health Group Holdings
65:45 Favourite stock ideas for next 12 months: InvestAcc and Arecor