2305: 2 Ps on a Pod: The Week That Shook Software Stocks

The Vox Markets Podcast · Feb 4, 2026 · 1h 22m

In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.

00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic?

09:40 Future

15:00 PCI-Pal

17:15 Pinewood Technologies

21:30 Auction Technologies

26:40 Beazley bid from Zurich

28:00 Cab Payments

30:25 Funding Circle

37:30 XP Factory

40:40 Watches of Switzerland

43:50 theworks

49:30 Hardide

53:15 Trifast

59:30 Alumasc

1:02:35 Keller

1:04:05 Fevara (formerly Carr’s)

1:07:50 Creightons or…