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In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments (formerly Crux Asset Management) walks me through his view of the markets and latest thoughts on 16 stock ideas, including:

00:00 Edison Research, investing approach, returns & equity outlook for 2025
05:05 Distribution Finance Capital
08:00 IG Group
10:35 Creo Medical
14:40 Renold
15:30 Mincon
17:55 Kooth
21:45 Capita
24:25 Advanced ADVT
28:10 Gaming Realms
29:10 DP Poland
32:30 Animalcare
35:25 Zegona Communications
39:50 Made Tech
42:30 XAR
48:10 Victrex
51:30 Trufin
54:55 Best stock idea for 2025