2091: Small-cap Investing with Paul Hill and Paul Scott

The Vox Markets Podcast · May 1, 2025 · 1h 13m

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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

00:00 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home

07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)

13:35 Genus

18:40 Clarkson & impact of Trump’s tariffs

24:05 Victrex

27:00 LBG Media

29:35 MPAC

33:15 Trifast

36:55 Strix

39:00 DRX

43:00 Eleco

47:50 Tracsis

49:35 Corero Network Security

52:20 Focusrite

56:00 Restore

58:55 Cambridge Cognition

61:30 UK house builders - Taylor Wimpey &…