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2212: Small-cap Investing with Paul Hill and Paul Scott

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Manage episode 513806011 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 27 stock ideas.
00:00 CMA findings on the UK Vet industry and impact for Pets-at-home and CVS Group
05:25 Is this a bear or bull market for smallcaps?
06:30 Activeops
11:50 1Spatial (also 17:25 & 30:50)
15:05 Getbusy
17:40 Hollywood Bowl
19:10 Sanderson Designs
21:55 Sosander
23:40 AB Dynamics
27:15 Oxford Instruments
31:20 Gamma Communications
34:15 Feedback from call with Tribal management
39:30 Impact of lower crude price on oil field services industry, Hunting, Plexus & Gulf Marine Services
42:30 Yougov
45:40 Synectics
48:40 Gear4music
50:30 Morgan Advanced Materials
52:55 Oxford Metrics
55:25 Morgan Sindall
57:35 Bytes Technology
59:30 Gaming Realms
1:01:40 Big Yellow & Safestore
1:02:55 Goodwin
1:05:00 Software Circle
  continue reading

2260 episodes

Artwork
iconShare
 
Manage episode 513806011 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 27 stock ideas.
00:00 CMA findings on the UK Vet industry and impact for Pets-at-home and CVS Group
05:25 Is this a bear or bull market for smallcaps?
06:30 Activeops
11:50 1Spatial (also 17:25 & 30:50)
15:05 Getbusy
17:40 Hollywood Bowl
19:10 Sanderson Designs
21:55 Sosander
23:40 AB Dynamics
27:15 Oxford Instruments
31:20 Gamma Communications
34:15 Feedback from call with Tribal management
39:30 Impact of lower crude price on oil field services industry, Hunting, Plexus & Gulf Marine Services
42:30 Yougov
45:40 Synectics
48:40 Gear4music
50:30 Morgan Advanced Materials
52:55 Oxford Metrics
55:25 Morgan Sindall
57:35 Bytes Technology
59:30 Gaming Realms
1:01:40 Big Yellow & Safestore
1:02:55 Goodwin
1:05:00 Software Circle
  continue reading

2260 episodes

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