2043: The Exchange with Brendan Gulston of Gresham House

The Vox Markets Podcast · Feb 17, 2025 · 1h 8m

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In this investing masterclass, accomplished UK fund manager Brendan Gulston of Gresham House takes me through his view of the markets and latest thoughts on 18 stock ideas, including:

00:00 Equity outlook

03:15 MPAC

06:30 ActiveOps

10:40 Windward

12:35 Argentex

18:50 Iomart

23:05 SysGroup

26:25 XPS Pensions

29:10 CVS Group & Pets-at-home

31:55 Nichols

36:40 Greggs

41:10 Ten Lifestyle

45:00 Angling Direct

47:50 IXICO

52:05 Fintel

54:10 Trufin

59:05 UK civil contractors & Costain

1:03:35 Favourite stock idea for 2025. Diaceutics