EPISODE · Dec 20, 2024 · 1H 29M
2009: Small-Cap Investing with Paul Hill & Paul Scott
from The Vox Markets Podcast · host Vox Markets Podcast
Watch on YouTubeIn this week’s smallcap investing Xmas special, top notch UK investor Paul Scott & I discussed our latest thoughts on the following:00:00 Macro calls for 2025 and the Trump 2.0 trade11:35 Filtronic15:50 Tristel20:05 Sanderson Design22:15 Puretech23:20 Recent buys & sells24:15 Tribal Group31:10 Gulf Marine Services35:40 The Property Franchise Group38:15 Concurrent Technology41:10 Chemring44:20 MONY (formerly Moneysupermarket)47:00 Dialight49:45 Knights Group53:05 Johnson Matthey54:35 Funding Circle1:00:10 Hill & Smith1:02:00 Intercede1:08:00 Beeks Financial1:10:05 hVIVO1:13:05 Watkin Jones1:15:00 Spectra Systems1:16:40 Zotefoams1:20:20 Shoe Zone1:23:10 Capita1:26:40 Zigup (formerly Redde Northgate)Plus, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email [email protected] #TSTL #SDG #PRTC #TRB #GMS #TPFG #CNC #CHG #MONY #DIA #KGH #JMAT #FCH #HILS #IGP #BKS #HVO #WJG #SPSY #ZTF #SHOE #CPI
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2009: Small-Cap Investing with Paul Hill & Paul Scott
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