EPISODE · May 1, 2025 · 1H 13M
2091: Small-cap Investing with Paul Hill and Paul Scott
from The Vox Markets Podcast · host Vox Markets Podcast
Watch on YouTubeIn this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.00:00 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)13:35 Genus18:40 Clarkson & impact of Trump’s tariffs24:05 Victrex27:00 LBG Media29:35 MPAC33:15 Trifast36:55 Strix39:00 DRX43:00 Eleco47:50 Tracsis49:35 Corero Network Security52:20 Focusrite56:00 Restore58:55 Cambridge Cognition61:30 UK house builders - Taylor Wimpey & Persimmon63:00 Aberdeen & Jupiter65:30 Whitbread68:45 CarcloFinally, 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] .Published by Vox Markets
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2091: Small-cap Investing with Paul Hill and Paul Scott
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