Episode 2043
2043: The Exchange with Brendan Gulston of Gresham House
The Vox Markets Podcast · Vox Markets Podcast
February 17, 20251h 8m
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Show Notes
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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
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