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Small-Cap Investing with Paul Hill & Paul Scott

17:36, 20th December 2024
Paul Hill
Q&A
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In 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 trade
11:35 Filtronic
15:50 Tristel
20:05 Sanderson Design
22:15 Puretech
23:20 Recent buys & sells
24:15 Tribal Group
31:10 Gulf Marine Services
35:40 The Property Franchise Group
38:15 Concurrent Technology
41:10 Chemring
44:20 MONY (formerly Moneysupermarket)
47:00 Dialight
49:45 Knights Group
53:05 Johnson Matthey
54:35 Funding Circle
60:10 Hill & Smith
62:00 Intercede
68:00 Beeks Financial
70:05 hVIVO
73:05 Watkin Jones
75:00 Spectra Systems
76:40 Zotefoams
80:20 Shoe Zone
83:10 Capita
86:40 Zigup (formerly Redde Northgate)

 

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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.

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