In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 25 stock ideas: 00:00 Equity outlook and AIM vs Main market stocks 07:10 Goodwin & how to deal with major portfolio knocks 15:05 Saga 21:20 Filtronic 27:10 Seraphim Space Investment Trust 33:45 UK recruiters: Hays, Page, Robert Walters and FDM 47:50 Computacenter 49:20 Softcat 54:15 Home power generation 57:30 Pinewood Technologies 62:40 Warpaint and Potter & Moore 67:15 Holding periods and cash levels 68:50 Liontrust Asset Management 71:40 Selling too soon 75:15 Marshalls and UK house builders 79:05 SigmaRoc 82:05 Funding Circle 88:45 XP Power 93:40 Marston’s 96:50 Victrex 98:40 Zotefoams 99:30 Halfords 102:20 CMC Markets 105:40 Volex 106:40 Dialight #GDWN #SAGA #FTC #SSIT #HAYS #PAGE #RWA #FDM #CCC #SCT #PINE #W7L #PAM #LIO #MSLH #SRC #FCH #XPP #MARS #VCT #ZTF #HFD #CMCX #VLX #DIA 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
