GCISmall-Cap Investing with Paul Hill & Paul Scott
In this fast-moving investing show, legendary UK investor Paul Scott & I discussed all things smallcap, alongside highlighting our latest thoughts on the following:
00:00 Paul’s new SCVR service on Substack
02:15 Impact of the Budget
08:00 Fallout from the US Presidential election
10:40 Hunting (PS holds)
15:50 Vistry
21:30 Michelmersh Brick (PH Holds)
25:50 OneSavingsBank
33:15 Kooth (PS holds)
37:50 Gooch & Housego (PS holds)
44:00 Smiths News
49:10 Plexus (PS holds)
53:45 Equals (PH holds & Vox client)
55:45 Venture Life (Vox client)
61:15 Anpario
64:10 Time Finance
Plus, if anyone or any company would like to sponsor this new ‘Smallcap” series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .
Published by Vox Markets
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.