Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas: 00:00 Equity outlook for 2026 04:10 Eagle Eye 07:40 NCC plc 12:10 RM plc 16:40 Inspecs 19:55 Bellway 22:05 Breedon 25:00 Kooth 27:30 Big Technologies 29:15 Easyjet 31:55 SSP Group 35:45 Spire Healthcare 38:25 One Health Group 42:45 Verici Dx 44:30 Distribution Finance Capital 48:05 Zegona Communications 51:30 Victrex 54:25 XAR 58:05 Mincon 1:00:10 Gamma Communications Best stock idea for 2026 - basket of smallcap life science firms such as Verici, Renalytix, Oxford Biodynamics, Aptamer, Arecor & Creo Medical