Latest / The Vox Markets Podcast
2250: Small Cap Investing with Paul Hill and Paul Scott
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks.
00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment)
06:00 Unite Group and new fees on international students
11:50 GlobalData
16:00 GB Group
19:45 Spectra Systems
22:45 Boohoo
27:10 Pets at Home
29:00 Do new CEOs work for turnarounds?
32:00 Microlise
34:55 Brickability and broader building products sector
38:05 James Latham
41:25 Marston’s
46:10 Churchill China
48:00…
The skinny
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