2009: Small-Cap Investing with Paul Hill & Paul Scott

The Vox Markets Podcast · Dec 20, 2024 · 1h 29m

Watch on YouTubeIn this week’s smallcap investing Xmas special, top notch UK investor Paul Scott & I discussed our latest thoughts on the following:00:00 Macro calls for 2025 and the Trump 2.0 trade11:35 Filtronic15:50 Tristel20:05 Sanderson Design22:15 Puretech23:20 Recent buys & sells24:15 Tribal Group31:10 Gulf Marine Services35:40 The Property Franchise Group38:15 Concurrent Technology41:10 Chemring44:20 MONY (formerly Moneysupermarket)47:00 Dialight49:45 Knights Group53:05 Johnson Matthey54:35 Funding Circle1:00:10 Hill & Smith1:02:00 Intercede1:08:00 Beeks Financial1:10:05 hVIVO1:13:05…