2268: 2 P’s on a Pod: Small Cap Chaos! M&A Drama, Profit Shocks & 2026 Hot Takes

The Vox Markets Podcast · Dec 17, 2025 · 1h 35m

Watch on YouTube

In this week’s jam-packed Xmas Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 smallcap stock ideas.

00:00 YTD’25 portfolio returns and 2026 outlook

06:50 1Spatial

09:50 TT Electronics

14:10 Hollywood Bowl

17:40 Card Factory (& 60:00)

21:15 Moonpig

25:45 Watkin Jones Group

31:05 Synectics

37:10 Tribal Group

43:10 Essentra

45:40 Frontier Developments

51:00 Beeks Financial (& 76:45)

57:50 SDI Group

60:20 Van Elle

64:15 Character Group

68:40 Tristel

73:35 Springfield Properties

78:00 Victoria

82:20 Nichols

84:50 Sthree

88:10…