Episode 2061
2061: Small-cap Investing with Paul Hill and Paul Scott
The Vox Markets Podcast · Vox Markets Podcast
March 14, 20251h 12m
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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 21 stocks.
00:00 Market volatility
04:25 REIT opportunities - Life sciences, CLS Holdings and Safestore (09:00).
10:10 Spire Healthcare
15:40 4Imprint
18:55 Greggs
21:15 Churchill China
23:20 Kitwave
26:00 Bid approach for Bakkavor by Greencore
29:00 Van Elle
33:05 Watkin Jones
38:10 Grainger
41:00 Beeks Financial Cloud
45:05 Intercede
50:45 Essensys
56:05 Tracsis
58:55 Bloomsbury Publishing
61:20 OSB / One Savings Bank
63:35Vanquis Banking
65:15 B&M European
69:30 Average position sizes
69:45 Plexus Holdings
#LABS #CLI #SAFE #SPI #FOUR #GRG #CHH #KITW #BAKK #GNC #VANL #WJG #BKS #IGP #ESYS #TRCS #BMY #OSB #VANQ #BME #POS
In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on 21 stocks.
00:00 Market volatility
04:25 REIT opportunities - Life sciences, CLS Holdings and Safestore (09:00).
10:10 Spire Healthcare
15:40 4Imprint
18:55 Greggs
21:15 Churchill China
23:20 Kitwave
26:00 Bid approach for Bakkavor by Greencore
29:00 Van Elle
33:05 Watkin Jones
38:10 Grainger
41:00 Beeks Financial Cloud
45:05 Intercede
50:45 Essensys
56:05 Tracsis
58:55 Bloomsbury Publishing
61:20 OSB / One Savings Bank
63:35Vanquis Banking
65:15 B&M European
69:30 Average position sizes
69:45 Plexus Holdings
#LABS #CLI #SAFE #SPI #FOUR #GRG #CHH #KITW #BAKK #GNC #VANL #WJG #BKS #IGP #ESYS #TRCS #BMY #OSB #VANQ #BME #POS