Episode 2250
2250: Small Cap Investing with Paul Hill and Paul Scott
The Vox Markets Podcast · Vox Markets Podcast
November 27, 20251h 16m
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks.
00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment)
06:00 Unite Group and new fees on international students
11:50 GlobalData
16:00 GB Group
19:45 Spectra Systems
22:45 Boohoo
27:10 Pets at Home
29:00 Do new CEOs work for turnarounds?
32:00 Microlise
34:55 Brickability and broader building products sector
38:05 James Latham
41:25 Marston’s
46:10 Churchill China
48:00 Halfords
51:40 Team & WH Ireland merger
53:50 Should Filtronic and Beeks seek a US listing?
56:30 Warpaint
1:00:55 Hilton Foods
1:03:05 Cake Box
1:06:55 Saga
1:09:25 Senior
1:11:30 Kooth
00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment)
06:00 Unite Group and new fees on international students
11:50 GlobalData
16:00 GB Group
19:45 Spectra Systems
22:45 Boohoo
27:10 Pets at Home
29:00 Do new CEOs work for turnarounds?
32:00 Microlise
34:55 Brickability and broader building products sector
38:05 James Latham
41:25 Marston’s
46:10 Churchill China
48:00 Halfords
51:40 Team & WH Ireland merger
53:50 Should Filtronic and Beeks seek a US listing?
56:30 Warpaint
1:00:55 Hilton Foods
1:03:05 Cake Box
1:06:55 Saga
1:09:25 Senior
1:11:30 Kooth