2518: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

The Vox Markets Podcast · Oct 23, 2026 · 1h 24m

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 30 stock ideas.

00:00 Mobico

05:40 Ashtead Technology

08:35 Vesuvius & RHI Magnesita deal

12:00 Gamma Communications

14:00 Volex

19:55 Netcall

24:35 Beeks Financial

25:50 Robinson

27:30 Inchcape

32:25 Stock modelling

35:10 Favourite REITs: Grainger & Unite

35:50 Robert Walters

40:25 Duke Capital

43:40 Burford Capital

45:35 James Cropper

46:40 Light Science Technologies

51:20 Invinity Energy Systems

56:30 Ensilica

59:50 Wickes

62:00 Halfords

63:15 Hardide

65:0 Arbuthnot…