Valeria Martinez, a financial analyst, dives into FirstGroup's impressive results and how rail renationalisation is reshaping the industry. She discusses increased bus fares and the competitive landscape. Next, Julian Hofmann talks about Oxford Instruments' £60 million sale of its quantum business, shifting focus amid tariff challenges. Lastly, Alex Newman sheds light on Blue Whale Growth's unconventional investment in Philip Morris, highlighting its transition to non-cigarette products and the rising complexity of ESG categorization.
