EPISODE · Aug 20, 2025 · 1H 13M
2172: 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 19 stock ideas.00:00 What today’s UK inflation data means for bond yields and the stock market.04:30 Will there be a peace deal between Russia & Ukraine?05:30 Possible impact of autonomous driving on telematics software firms Microlise, Quartix & Seeing Machines08:20 Aurrigo International11:00 Inspiration Healthcare15:30 Costain18:15 IWG/Regus24:20 Thoughts on recovery of office market25:40 Applied Nutrition28:10 Tribal Group34:25 Manolete37:40 Feedback from conversation with Pennant International CEO44:20 TT Electronics48:00 Morgan Advanced Materials52:30 Anglo Eastern Plantations55:10 Coats57:05 Ashtead Technology1:02:45 Pebble Beach Systems1:06:35 Tekmar Group1:08:20 Revolution Beauty & possible trading read across to Warpaint#SAAS #QTX #SEE #AURR #COST #IWG #APN #TRB #MANO #PEN #TTG #MGAM #AEP #COA #AT. #PEB #TGP #REVB #W7L
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2172: Small-cap Investing with Paul Hill and Paul Scott
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