Timestamps
00:00 His investment approach & Edison Group’s ‘high conviction’ Illuminator portfolio.
08:35 Rolls-Royce
17:25 Thoughts on CMA’s review of vet pricing and impact on CVS Group Plc
20:45 Smith+Nephew
25:55 Ashtead Group Plc
27:45 Softcat plc
32:05 When to trim or sell winners?
33:55 Judges Scientific Plc
37:05 iomart
42:40 Impax Asset Management
48:10 Diaceutics PLC
53:15 YouGov
58:55 How can investors best access equity research?
62:15 Cake Box
68:20 4imprint
74:45 Venture Life Group plc
78:20 Outlook for UK equities and M&A trend.
Disclosure : I own Iomart, whilst Venture Life is a Vox Markets client.
