<div> <p>In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.</p><p>00:00 Outlook for UK mid/smallcaps<br>03:15 Auction Technology Group<br>09:15 Kitwave<br>11:20 Oxford Biomedica<br>14:55 1Spatial<br>16:55 Activeops<br>20:10 Eleco &amp; possible impact of agentic AI on software stocks<br>24:25 Microlise<br>28:55 Trainline<br>33:35 Chemring<br>36:40 Trustpilot<br>41:50 Serabi Gold<br>47:20 Yougov<br>50:50 GlobalData<br>54:00 Avingtrans<br>58:10 XP Power<br>1:00:55 Victrex<br>1:03:50 LSL Property Services<br>1:06:50 Norcros<br>1:09:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops and Auction Technology Group</p><p>ATG #KITW #OXB #SPA #AOM #ELCO #SAAS #TRN #CHG #TRST #SRB #YOU #DATA #AVG #XPP #VCT #LSL #NXR</p></div>