2140: Small-cap Investing with Paul Hill and Paul Scott

from The Vox Markets Podcast · host Vox Markets Podcast

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas00:00 Equity outlook, cash weighting and number of portfolio holdings.07:10 YTD returns09:50 Recent buys (4Imprint, Hollywood Bowl, Treatt and Eagle Eye) and sells (RWS, M&C Saatchi, Wise and Tracsis).17:25 Celebrus Technologies23:30 System127:55 WPP29:55 CML Microsystems34:45 Carclo40:15 Grainger46:10 CLS Holdings50:20 Hunting54:10 Plexus57:25 Bytes Technology60:30 Macfarlane62:45 Hostelworld65:40 Greggs69:10 Victrex#RWS #BOWL #FOUR #SAA #WISE #TET #EYE #TRCS #CLBS #SYS1 #WPP #CML #CAR #GRI #CLI #HTG #POS #BYTE #MACF #HSW #GRG #VCT

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This episode was published on July 10, 2025.

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