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

  • Feb 14 2025
  • Length: 1 hr and 15 mins
  • Podcast

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

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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 Brothers, S&U and Secure Trust Bank
    64:10 PZ Cussons
    65:30 Dunelm
    68:40 Wood Group
    70:20 First Group
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