Latest / The Vox Markets Podcast

1989: Small-Cap Investing with Paul Hill & Paul Scott
Watch on YouTubeIn this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following:00:00 Investor vibe at Mello and 2025 equity outlook05:05 Recent buys (Vistry) & sells (Facilities of ADF).07:45 CML Microsystems (PH holds)10:00 JD Sports13:55 CMC Markets17:10 hVIVO (vox client)20:10 Jet224:05 Springfield Properties26:40 Michelmersh Brick (PH holds)31:30 Norcros35:40 Auction Technology Group39:50 Renold44:40 Equals (PH holds & Vox client)49:35 Spectra Systems53:30 Yu Group56:00 Card Factory59:40 Macfarlane#VTY #ADF #CML #JD. #CMCX #HVO…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.