Special Xmas ‘stock picking’ forum with 2 of the UK’s finest smallcap investors. Jack Brumby of Stockopedia, and David Thornton at Growth Company Invest

Timestamps

What’s the likely impact of Omicron? (DT) Start
Should investors accordingly adjust their portfolio? 02:15
Outlook for equities, inflation & how to find opportunities? 02:40
Stock ideas for 2022

Stock ideas for 2022

Cheap as chips

Property Franchise Group (DT) 07:35
Royal Mail (JB) 11:20
Springfield Props (DT) 14:00
Wickes (JB) 17:00
Somero (DT) 19:10
Vertu (JB) 23:45
Motorpoint (DT) 25:45
Wynnstay (JB) 29:15
Braemar Shipping (DT) 32:15
How to assess management? (JB) 36:00
MacFarlane (JB) 38:55
Supreme (DT) 40:55

Fast growers

CentralNic (JB) 45:00
Cerillion (DT) 49:10
Recovery plays
Airtel Africa (JB) 52:50
Circassia (DT) 55:10
Croma Security 57:50
Blackrock World Mining Trust 60:20
RBG/Rosenblatt 61:40
Randall & Quilter 64:20