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In this fascinating interview, accomplished fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas, including:

00:00 His approach to investing & YTD performance.
03:55 Thoughts on Monday’s market turbulence & equity outlook
08:15 Ascential
10:25 XP Power
16:30 Genus
22:55 Benchmark
25:45 Spire Healthcare
28:15 XAR
32:25 Gooch & Housego
36:15 Auction Technology Group
40:25 Elementis
45:10 Dialight
49:45 Investor activism
51:35 NCC
55:05 James Fisher
59:30 Flowtech Fluidpower
62:20 RWS Holdings
65:10 Wilmington
66:40 Importance of having a disciplined investment strategy & sticking to it

#XPP #SPI #BMK #XAR #GHH #ASCL #ELM #DIA #NCC #FLO #FSJ #WIL #RWS #ATG #OIT #GNS