Podcast Episode Details

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In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas:

00:00 Equity outlook for 2026
04:10 Eagle Eye
07:40 NCC plc
12:10 RM plc
16:40 Inspecs
19:55 Bellway
22:05 Breedon
25:00 Kooth
27:30 Big Technologies
29:15 Easyjet
31:55 SSP Group
35:45 Spire Healthcare
38:25 One Health Group
42:45 Verici Dx
44:30 Distribution Finance Capital
48:05 Zegona Communications
51:30 Victrex
54:25 XAR
58:05 Mincon
1:00:10 Gamma Communications
Best stock idea for 2026 - basket of smallcap life science firms such as Verici, Renalytix, Oxford Biodynamics, Aptamer, Arecor & Creo Medical