2355: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

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 again for the quality of my video today, albeit the sound was fine. As such we’re going to temporarily pause this weekly show until the technology has been fixed.00:00 Portfolio returns in Q1. Recent buys & sells,03:20 Topps Tiles & building products sector08:25 BRCK/Brickability11:20 Checkit14:05 Fonix18:50 Burford Capital21:35 Airlines & jet fuel costs24:00 hVivo26:45 Spectra Systems29:55 Activeops & software stocks36:05 tinyBuild & gaming companies41:00 Tribal46:15 Keystone Law & possible impact of agentic AI on professional services firms52:25 Plexus58:05 Anpario59:00 Lords Group Trading62:10 Future & other internet real estate assets68:50 Strix71:20 Bioventix

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This episode was published on April 1, 2026.

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