About this episode
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/smallcaps03:15 Auction Technology Group09:15 Kitwave11:20 Oxford Biomedica14:55 1Spatial16:55 Activeops20:10 Eleco & possible impact of agentic AI on software stocks24:25 Microlise28:55 Trainline33:35 Chemring36:40 Trustpilot41:50 Serabi Gold47:20 Yougov50:50 GlobalData54:00 Avingtrans58:10 XP Power1:00:55 Victrex1:03:50 LSL Property Services1:06:50 Norcros1:09:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops and Auction Technology GroupATG #KITW #OXB #SPA #AOM #ELCO #SAAS #TRN #CHG #TRST #SRB #YOU #DATA #AVG #XPP #VCT #LSL #NXR
