2255: Exchange with Richard Penny of Oberon Investments

from The Vox Markets Podcast · host Vox Markets Podcast

Watch on YouTubeIn 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 202604:10 Eagle Eye07:40 NCC plc12:10 RM plc16:40 Inspecs19:55 Bellway22:05 Breedon25:00 Kooth27:30 Big Technologies29:15 Easyjet31:55 SSP Group35:45 Spire Healthcare38:25 One Health Group42:45 Verici Dx44:30 Distribution Finance Capital48:05 Zegona Communications51:30 Victrex54:25 XAR58:05 Mincon1:00:10 Gamma CommunicationsBest stock idea for 2026 - basket of smallcap life science firms such as Verici, Renalytix, Oxford Biodynamics, Aptamer, Arecor & Creo Medical

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This episode was published on December 1, 2025.

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