2255: Exchange with Richard Penny of Oberon Investments

The Vox Markets Podcast · Dec 1, 2025 · 1h 10m

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In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas:

00:00 Equity outlook for 2026

04:10 Eagle Eye

07:40 NCC plc

12:10 RM plc

16:40 Inspecs

19:55 Bellway

22:05 Breedon

25:00 Kooth

27:30 Big Technologies

29:15 Easyjet

31:55 SSP Group

35:45 Spire Healthcare

38:25 One Health Group

42:45 Verici Dx

44:30 Distribution Finance Capital

48:05 Zegona Communications

51:30 Victrex

54:25 XAR

58:05 Mincon

1:00:10 Gamma Communications

Best stock idea for…