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In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies. 00:00 Outlook for UK mid/smallcaps 03:15 Auction Technology Group 09:15 Kitwave 11:20 Oxford Biomedica 14:55 1Spatial 16:55 Activeops 20:10 Eleco & possible impact of agentic AI on software stocks 24:25 Microlise 28:55 Trainline 33:35 Chemring 36:40 Trustpilot 41:50 Serabi Gold 47:20 Yougov 50:50 GlobalData 54:00 Avingtrans 58:10 XP Power 1:00:55 Victrex 1:03:50 LSL Property Services 1:06:50 Norcros 1:09:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops and Auction Technology Group ATG #KITW #OXB #SPA #AOM #ELCO #SAAS #TRN #CHG #TRST #SRB #YOU #DATA #AVG #XPP #VCT #LSL #NXR ------------------------------------------------------------ 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
