2070: Exchange with John Rosier

from The Vox Markets Podcast · host Vox Markets Podcast

Watch on YouTubeIn 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 Capital07:40 Portfolio performance & tweaking investment tactics09:30 WHSmith & using stop losses14:40 Equity outlook21:10 Serica Energy plc25:50Premier Foods30:00 ME Group33:15 PayPoint36:30 Bloomsbury Publishing41:05 Plus50044:35 IG Group45:45 NIOX48:30 Halozyme, Inc.51:35 Bioventix53:10 Renew Holdings58:10 Zegona Communications62:15 Gamma Communications66:50 Pollen Street Capital69:45 Intermediate Capital Group71:20 XPS Pensions73:40 3 favourite ideas for 2025.

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This episode was published on April 7, 2025.

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