On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including:



00:00 His approach to investing & YTD performance

07:30 Burberry

12:45 AO World

19:45 YouGov

23:20 Mpac Group 

27:55 GlobalData Plc

33:30 Equals Money

35:25 Kainos

38:40 Softcat plc

42:00 Any other possible takeover M&A targets?

43:50 Lords Group Trading

50:00 Renew Holdings plc

54:10 Mitie

58:40 Warpaint Cosmetics

60:25 Plus500™

64:15 Victrex

70:00 Rolls-Royce & Rightmove

73:30 Outlook for equities



Disclosure: I own EQLS & VCT, with EQLS, LORD & MPAC being Vox Markets clients.