2140: Small-cap Investing with Paul Hill and Paul Scott

The Vox Markets Podcast · Jul 10, 2025 · 1h 14m

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas

00:00 Equity outlook, cash weighting and number of portfolio holdings.

07:10 YTD returns

09:50 Recent buys (4Imprint, Hollywood Bowl, Treatt and Eagle Eye) and sells (RWS, M&C Saatchi, Wise and Tracsis).

17:25 Celebrus Technologies

23:30 System1

27:55 WPP

29:55 CML Microsystems

34:45 Carclo

40:15 Grainger

46:10 CLS Holdings

50:20 Hunting

54:10 Plexus

57:25 Bytes Technology

60:30 Macfarlane

62:45 Hostelworld

65:40 Greggs

69:10 Victrex

#RWS #BOWL #FOUR…