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2140: Small-cap Investing with Paul Hill and Paul Scott

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Manage episode 493731096 series 2936804
Content provided by jruss88 and Vox Markets Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by jruss88 and Vox Markets Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas
00:00 Equity outlook, cash weighting and number of portfolio holdings.
07:10 YTD returns
09:50 Recent buys (4Imprint, Hollywood Bowl, Treatt and Eagle Eye) and sells (RWS, M&C Saatchi, Wise and Tracsis).
17:25 Celebrus Technologies
23:30 System1
27:55 WPP
29:55 CML Microsystems
34:45 Carclo
40:15 Grainger
46:10 CLS Holdings
50:20 Hunting
54:10 Plexus
57:25 Bytes Technology
60:30 Macfarlane
62:45 Hostelworld
65:40 Greggs
69:10 Victrex
#RWS #BOWL #FOUR #SAA #WISE #TET #EYE #TRCS #CLBS #SYS1 #WPP #CML #CAR #GRI #CLI #HTG #POS #BYTE #MACF #HSW #GRG #VCT
  continue reading

2183 episodes

Artwork
iconShare
 
Manage episode 493731096 series 2936804
Content provided by jruss88 and Vox Markets Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by jruss88 and Vox Markets Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas
00:00 Equity outlook, cash weighting and number of portfolio holdings.
07:10 YTD returns
09:50 Recent buys (4Imprint, Hollywood Bowl, Treatt and Eagle Eye) and sells (RWS, M&C Saatchi, Wise and Tracsis).
17:25 Celebrus Technologies
23:30 System1
27:55 WPP
29:55 CML Microsystems
34:45 Carclo
40:15 Grainger
46:10 CLS Holdings
50:20 Hunting
54:10 Plexus
57:25 Bytes Technology
60:30 Macfarlane
62:45 Hostelworld
65:40 Greggs
69:10 Victrex
#RWS #BOWL #FOUR #SAA #WISE #TET #EYE #TRCS #CLBS #SYS1 #WPP #CML #CAR #GRI #CLI #HTG #POS #BYTE #MACF #HSW #GRG #VCT
  continue reading

2183 episodes

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