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In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 21 stock ideas, including: (Nb. Apologies, the intro video didn’t work this morning wrt the 1st 10 seconds of the interview) 00:00 Equity outlook & closing NAV discounts 05:45 Tribal 10:10 Pinewood Technologies 12:40 NCC 14:55 Spire Healthcare 18:00 EKF Diagnostics 20:40 ProService Building Services (formerly HSS) 26:05 NIOX 30:10 Optima Health 33:40 Pebble Group 38:35 Paypoint 41:45 Zigup 44:55 Avingtrans 47:50 Trifast 52:45 Use of EBITDA vs EBIT/PBT as a valuation metric 55:00 MJ Gleeson 57:35 River Global B shares (re 30% ownership of Parmenion) 1:00:45 Tate & Lyle 1:02:00 Centaur Media 1:03:20 Fevara 1:06:05 Big Technologies 1:08:05 Hargreaves Services 1:11:30 Animalcare 1:15:25 Favourite stock ideas for 2026. Trifast & Oryx International. ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com ------------------------------------------------------------ THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW
