In this fascinating interview, accomplished fund manager Stuart Widdowson of Odyssean Capital LLP Capital (an associate of Harwood Capital) takes me through 13 stock ideas, including:
00:00 His approach to investing & YTD performance.
03:55 Thoughts on Monday’s market turbulence & equity outlook
08:15 Ascential
10:25 XP Power
16:30 Genus PLC
22:55 Benchmark Holdings plc
25:45 Spire Healthcare Group plc
28:15 Xaar
32:25 G&H (Gooch & Housego)
36:15 ATG (Auction Technology Group)
40:25 Elementis Global
45:10 Dialight
49:45 Investor activism
51:35 NCC Group
55:05 James Fisher and Sons plc
59:30 Flowtech
62:20 RWS Group
65:10 Wilmington plc
66:40 Importance of having a disciplined investment strategy & sticking to it
Published by Vox Markets
