Exchange with Richard Penny of Oberon Investments
In 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 2026
04:10 Eagle Eye
07:40 NCC plc
12:10 RM plc
16:40 Inspecs
19:55 Bellway
22:05 Breedon
25:00 Kooth
27:30 Big Technologies
29:15 Easyjet
31:55 SSP Group
35:45 Spire Healthcare
38:25 One Health Group
42:45 Verici Dx
44:30 Distribution Finance Capital
48:05 Zegona Communications
51:30 Victrex
54:25 XAR
58:05 Mincon
1:00:10 Gamma Communications
Best stock idea for 2026 - basket of smallcap life science firms such as Verici, Renalytix, Oxford Biodynamics, Aptamer, Arecor & Creo Medical
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.
