1985: The Exchange with Iain Staples
Update: 2024-11-15
Description
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In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including:
00:00 Equity outlook
05:05 Funding Circle
08:45 Big Technologies
11:30 Solid State & possible read across to other UK defense stocks
15:00 Volex bid for TT Electronics
16:20 XPS Pensions
20:00 FRP Advisory
25:55 Ashtead Technology
28:50 hVivo
31:30 Hollywood Bowl
34:30 Warpaint
37:10 MP Evans
42:10 Zigup (formerly Redde
Northgate)
45:05 Liontrust, UK fund managers & ultimate moment of truth for trackers/ETFs
51:00 Keller
55:05 Renew
58:30 Best stock idea for 2025
Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .
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