Tracsis is a leading provider of software and services to the rail and wider transport industry. I believe the business has reached an inflection point, with the nationalisation of the UK rail industry and the digitisation of the US market providing clear and significant drivers of future growth for the business.

YouGov is one of the UK’s most successful growth stories in recent years, but a recent profit warning has hit the companies share price. I believe, however, that the long term story remains intact and that YouGov is well positioned to continue to grow and take market share from the larger incumbent players.