2454: 2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott

The Vox Markets Podcast · Jul 23, 2026 · 1h 27m

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 25 stock ideas.

00:00 Any buys or sells this week? Shorted Nasdaq100. Sells: Gateley, Craneware & SThree.

08:35 Purchases: Eagle Eye, Whitbread and Kingfisher

14:35 Mitie

18:15 Segro

21:15 Fonix

24:45 Eleco

30:05 Craneware

32:20 Yu Group

34:20 Mortgage Advice Bureau

39:40 hVivo

46:30 Hardide

50:40 Videndum

55:50 Reach

58:50 Smiths News

62:30 JD Wetherspoon

65:20 Itaconix

66:55 SRT Marine Systems

70:20 James Halstead

74:10 Morgan Sindall

79:25 Dotdigital

76:35 TT…