2070: Exchange with John Rosier

The Vox Markets Podcast · Apr 7, 2025 · 1h 15m

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In this investing masterclass, John Rosier - ex fund manager, professional investor & author of John's Investment Chronicle - takes me through his view of the markets and latest thoughts on 18 companies, including:

00:00 What type of stocks John prefers.

02:50 Bonkers stocks - Polar Capital

07:40 Portfolio performance & tweaking investment tactics

09:30 WHSmith & using stop losses

14:40 Equity outlook

21:10 Serica Energy plc

25:50Premier Foods

30:00 ME Group

33:15 PayPoint

36:30 Bloomsbury Publishing

41:05 Plus500

44:35 IG Group

45:45 NIOX

48:30 Halozyme, Inc.

51:35 Bioventix…