In this insightful & entertaining fund manager interview, Stuart Widdowson of Odyssean Capital LLP takes me through:
Outlook for equities. Start
M&A activity. 03:45
CURTIS BANKS GROUP PLC. 05:00
Devro. 05:35
Euromoney Institutional Investor. 05:50
Time to look at bonds? 08:10
Chemring. 09:50
Ascential. 13:55
Wilmington plc. 19:25
Stabilus SA. 24:20
Elementis Global. 29:40
Xaar. 33: 05
FLOWTECH FLUIDPOWER PLC. 36:35
Spire Healthcare Group plc. 39:20
Benchmark Holdings plc. 42:20
RWS Group. 46:55
Dialight PLC. 49:25
NCC Group. 54:05
Videndum plc. 56:20
How to invest in the Odyssean Capital LLP. 60:00
Disclaimer: No conflicts
Great interview Paul. Patience, patience. Just got to sit and watch the paint dry. I have holdings in Elementis (LON:ELM) Flowtech Fluidpower (LON:FLO) and Videndum (LON:VID)
Share price of all three currently challenged. Sit and wait.