On today's live ‘Exchange’ for Vox Markets, I was delighted to speak to accomplished investor & research analyst Neil Shah of Edison – including:



00:00 His investment approach & Edison Group’s ‘high conviction’ Illuminator portfolio.

08:35 Rolls-Royce

17:25 Thoughts on CMA’s review of vet pricing and impact on CVS Group Plc

20:45 Smith+Nephew

25:55 Ashtead Group Plc

27:45 Softcat plc

32:05 When to trim or sell winners?

33:55 Judges Scientific Plc

37:05 iomart

42:40 Impax Asset Management

48:10 Diaceutics PLC

53:15 YouGov

58:55 How can investors best access equity research?

62:15 Cake Box

68:20 4imprint

74:45 Venture Life Group plc

78:20 Outlook for UK equities and M&A trend

Disclosure : Paul Hill owns Iomart, whilst Venture Life is a Vox Markets client.