2042: Small-Cap Investing with Paul Hill & Paul Scott

The Vox Markets Podcast · Feb 14, 2025 · 1h 14m

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In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following:

00:00 Equity outlook

06:20Iomart

07:05 Tracsis

09:40 Housebuilders, Bellway & MJ Gleeson

14:25 Pinewood

18:30 Ricardo

21:25 Vertu Motors

22:30 Wynnstay

25:00 ONDO Insurtech

34:25 MS International & defence sector

38:40 hVivo

41:15 Focusright

45:25 Portfolio position sizing

50:25 Warpaint

51:50 Favourite sector

52:50 Gattaca

56:15 Speedy Hire

59:00 Close Brothers, S&U and Secure Trust Bank

64:10 PZ Cussons

65:30 Dunelm

68:40 Wood Group…