Podcast Episode Details

On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including:

00:00 His approach to investing & YTD performance
07:30 Burberry
12:45 AO World
19:45 YouGov
23:20 Mpac Group 
27:55 GlobalData Plc
33:30 Equals Money
35:25 Kainos
38:40 Softcat plc
42:00 Any other possible takeover M&A targets?
43:50 Lords Group Trading
50:00 Renew Holdings plc
54:10 Mitie
58:40 Warpaint Cosmetics
60:25 Plus500™
64:15 Victrex
70:00 Rolls-Royce & Rightmove
73:30 Outlook for equities

Disclosure: I own EQLS & VCT, with EQLS, LORD & MPAC being Vox Markets clients.