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2339: The Exchange with Stuart Widdowson of Odyssean Capital
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In this fascinating interview, accomplished UK fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas, including:
00:00 Outlook for equities
02:10 Spire Healthcare
05:05 James Fisher
11:55 Gooch & Housego
15:35 NCC
19:35 Auction Tech Group
24:15 Genus
28:45 Dialight
32:05 XP Power
35:20 Flowtech Fluidpower
38:35 Coats
41:45 Wilmington
45:00 Odyssean Investment Trust
47:30 Stock idea for the next 5 years. Essentra
#SPI #FSJ #GHH #NCC #ATG #GNS #DIA #XPP #FLO #COA #WIL #OIT #ESNT…
The skinny
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