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2042: Small-Cap Investing with Paul Hill & Paul Scott
Episode 2042

2042: Small-Cap Investing with Paul Hill & Paul Scott

The Vox Markets Podcast · Vox Markets Podcast

February 14, 20251h 14m

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Show Notes

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In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following:

00:00 Equity outlook
06:20Iomart
07:05 Tracsis
09:40 Housebuilders, Bellway & MJ Gleeson
14:25 Pinewood
18:30 Ricardo
21:25 Vertu Motors
22:30 Wynnstay
25:00 ONDO Insurtech
34:25 MS International & defence sector
38:40 hVivo
41:15 Focusright
45:25 Portfolio position sizing
50:25 Warpaint
51:50 Favourite sector
52:50 Gattaca
56:15 Speedy Hire
59:00 Close BrothersS&U and Secure Trust Bank
64:10 PZ Cussons
65:30 Dunelm
68:40 Wood Group
70:20 First Group