2350: 2 P's on a Pod: Profit Warnings, Geopolitics & the Hunt for Value episode artwork

EPISODE · Mar 25, 2026 · 58 MIN

2350: 2 P's on a Pod: Profit Warnings, Geopolitics & the Hunt for Value

from The Vox Markets Podcast · host Vox Markets Podcast

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Apologies for the quality of my video today (tech issue), albeit the sound fine.00:00 How to deal with the current extreme market volatility and pain03:30 Goodwin09:20 Spire Healthcare13:10 Pinewood AI Tech16:25 Volex19:30 Luceco22:25 Gamma Communications26:00 Crest Nicholson & housebuilders30:30 Grainger32:10 NIOX35:05 PZ Cussons37:05 S4 Capital39:40 The Mission Group43:10 Yougov48:45 Personal Group51:05 Mortgage Advice Bureau53:30 AOTI56:30 Bloomsbury Publishing#GDWN #SPI #PINE #LUCE #VLX #GAMA #CRST #GRI #NIOX #PZC #SFOR #TMG #YOU #PGH #AOTI #MAB1 #BMY

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2350: 2 P's on a Pod: Profit Warnings, Geopolitics & the Hunt for Value

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This episode was published on March 25, 2026.

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Apologies for the quality of my video today (tech issue), albeit the sound fine.00:00 How to deal with the...

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