• 2043: The Exchange with Brendan Gulston of Gresham House

  • Feb 17 2025
  • Length: 1 hr and 9 mins
  • Podcast

2043: The Exchange with Brendan Gulston of Gresham House

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    In this investing masterclass, accomplished UK fund manager Brendan Gulston of Gresham House takes me through his view of the markets and latest thoughts on 18 stock ideas, including:

    00:00 Equity outlook
    03:15 MPAC
    06:30 ActiveOps
    10:40 Windward
    12:35 Argentex
    18:50 Iomart
    23:05 SysGroup
    26:25 XPS Pensions
    29:10 CVS Group & Pets-at-home
    31:55 Nichols
    36:40 Greggs
    41:10 Ten Lifestyle
    45:00 Angling Direct
    47:50 IXICO
    52:05 Fintel
    54:10 Trufin
    59:05 UK civil contractors & Costain
    1:03:35 Favourite stock idea for 2025. Diaceutics
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