2250: Small Cap Investing with Paul Hill and Paul Scott

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks.00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment)06:00 Unite Group and new fees on international students11:50 GlobalData16:00 GB Group19:45 Spectra Systems22:45 Boohoo27:10 Pets at Home29:00 Do new CEOs work for turnarounds?32:00 Microlise34:55 Brickability and broader building products sector38:05 James Latham41:25 Marston’s46:10 Churchill China48:00 Halfords51:40 Team & WH Ireland merger53:50 Should Filtronic and Beeks seek a US listing?56:30 Warpaint1:00:55 Hilton Foods1:03:05 Cake Box1:06:55 Saga1:09:25 Senior1:11:30 Kooth