2305: 2 Ps on a Pod: The Week That Shook Software Stocks

from The Vox Markets Podcast · host Vox Markets Podcast

In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic?09:40 Future15:00 PCI-Pal17:15 Pinewood Technologies21:30 Auction Technologies26:40 Beazley bid from Zurich28:00 Cab Payments30:25 Funding Circle37:30 XP Factory40:40 Watches of Switzerland43:50 theworks49:30 Hardide53:15 Trifast59:30 Alumasc1:02:35 Keller1:04:05 Fevara (formerly Carr’s)1:07:50 Creightons or Warpaint?1:11:10 ME Group1:14:00 Cordel1:14:45 Zotefoams1:15:40 ASA International1:17:30 Bloomsbury#FUTR #PCIP #PINE #ATG #BEZ #CABP #FCH #XPF #WOSG #WRKS #HDD #TRI #ALU #KLR #CRL #W7L #MEGP #CRDL #BMY #ZTF

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This episode was published on February 4, 2026.

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