2350: 2 P's on a Pod: Profit Warnings, Geopolitics & the Hunt for Value

The Vox Markets Podcast · Mar 25, 2026 · 58m

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.

Apologies for the quality of my video today (tech issue), albeit the sound fine.

00:00 How to deal with the current extreme market volatility and pain

03:30 Goodwin

09:20 Spire Healthcare

13:10 Pinewood AI Tech

16:25 Volex

19:30 Luceco

22:25 Gamma Communications

26:00 Crest Nicholson & housebuilders

30:30 Grainger

32:10 NIOX

35:05 PZ Cussons

37:05 S4 Capital

39:40 The Mission Group

43:10 Yougov

48:45 Personal Group

51:05 Mortgage Advice Bureau

53:30 AOTI…