The Vox Markets Podcast 2070: Exchange with John Rosier
Apr 7, 2025
01:15:19
Watch on YouTube
In this investing masterclass, John Rosier - ex fund manager, professional investor & author of John's Investment Chronicle - takes me through his view of the markets and latest thoughts on 18 companies, including:
00:00 What type of stocks John prefers.
02:50 Bonkers stocks - Polar Capital
07:40 Portfolio performance & tweaking investment tactics
09:30 WHSmith & using stop losses
14:40 Equity outlook
21:10 Serica Energy plc
25:50Premier Foods
30:00 ME Group
33:15 PayPoint
36:30 Bloomsbury Publishing
41:05 Plus500
44:35 IG Group
45:45 NIOX
48:30 Halozyme, Inc.
51:35 Bioventix
53:10 Renew Holdings
58:10 Zegona Communications
62:15 Gamma Communications
66:50 Pollen Street Capital
69:45 Intermediate Capital Group
71:20 XPS Pensions
73:40 3 favourite ideas for 2025.
In this investing masterclass, John Rosier - ex fund manager, professional investor & author of John's Investment Chronicle - takes me through his view of the markets and latest thoughts on 18 companies, including:
00:00 What type of stocks John prefers.
02:50 Bonkers stocks - Polar Capital
07:40 Portfolio performance & tweaking investment tactics
09:30 WHSmith & using stop losses
14:40 Equity outlook
21:10 Serica Energy plc
25:50Premier Foods
30:00 ME Group
33:15 PayPoint
36:30 Bloomsbury Publishing
41:05 Plus500
44:35 IG Group
45:45 NIOX
48:30 Halozyme, Inc.
51:35 Bioventix
53:10 Renew Holdings
58:10 Zegona Communications
62:15 Gamma Communications
66:50 Pollen Street Capital
69:45 Intermediate Capital Group
71:20 XPS Pensions
73:40 3 favourite ideas for 2025.