• 2074: Small-cap Investing with Paul Hill and Paul Scott

  • Apr 10 2025
  • Length: 1 hr and 19 mins
  • Podcast

2074: Small-cap Investing with Paul Hill and Paul Scott

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    In this week’s smallcap investing show, UK equity analyst & capital markets Paul Scott & I discussed our latest thoughts on 21 stock ideas:

    00:00 Key learnings from Trump’s trade tariff volatility
    07:25 Treatt
    18:15 Churchill China
    23:00 JD Sports
    27:40 Ramsdens
    30:40 Gooch & Housego
    34:55 Everplay (formerly Team17)
    37:25 THG (ie TheHutGroup)
    41:05 Oxford Biomedica
    44:25 hVivo
    47:35 Gulf Marine Servies
    51:30 Cavendish
    54:0 Intercede
    54:45 Flowtech Fluidpower
    57:25 Calnex Solutions
    1:01:45 CML Microsystems
    1:05:45 Xaar
    1:06:45 Quartix Tech
    1:08:05 Epwin
    1:11:30 Oxford Metrics
    1:13:45 XPP
    1:15:55 ITV

    #TET #CHH #JD. #RFX #GHH #EVPL #THG #OXB #HVO #GMS #CAV #IGP
    #FLO #CLX #CML #XAR #QTX #EPWN #OMG #XPP #ITV
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