{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/a4c5de36-8260-4222-8e38-ff997dc73436/684af6b77ffb4452ec3ae232?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"FirstGroup, Oxford Instruments & Blue Whale Growth: The Companies and Markets Show","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/61b9b44742e856e989985776/1749743239305-3bb3e30a-2c04-4731-9b97-4e883d4b91f8.jpeg?height=200","description":"<p>Valeria Martinez begins the show by unpacking <strong>FirstGroup’s (FGP)</strong> results. Valeria and Dan explore how the renationalisation of rail franchises is affecting the business, the timeline for other franchise nationalisations and how the company looks compared with its peers.</p><p><br></p><p>Next, materials company <strong>Oxford Instruments (OXIG</strong>), which this week announced it was selling its quantum business for £60mn. Julian Hofmann looks at what it will focus on instead, its exposure to tariffs and more.&nbsp;</p><p><br></p><p>Last up, Alex Newman joins to discuss Blue Whale Growth holding<strong> Philip Morris (US:PM)</strong>. It differs vastly from the fund’s typical tech holdings, and the tobacco company is now considered an ESG stock by some. Listen to find out the latest investment case.&nbsp;</p><p><br></p><p><strong>Timestamps&nbsp;</strong></p><p>1:46 FirstGroup</p><p>12:42 Oxford Instruments</p><p>21:38 Philip Morris and Blue Whale Growth</p><p><br></p><p><br></p>","author_name":"Investors' Chronicle"}