Excellent insights from an equally fine investor. This time from super-smart smallcap fund manager James Thorne of Columbia Threadneedle.

Timestamps

2022 outlook for equities? Start
How to find quality stock ideas 02:45
Joules 05:15
N Brown 08:05
Tekmar 11:00
James Fisher, alongside briefly Halma & Hill & Smith 14:45
Totally 19:10
Equals 24:10
1Spatial 27:45
Mirriad Advertising 33:45
Gym Group 38:40
Avingtrans 44:10
Thoughts on the IPO market 50:10
Microlise 60:00
Blue Prism 55:25
Victorian Plumbing 56:30
How important is the UK property to the consumer ‘wealth effect’? 59:45
Kitwave 64:45