2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

Podcast: The Vox Markets Podcast · Vox Markets Podcast

Opublikowano: 2026-10-23

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 30 stock ideas. 00:00 Mobico 05:40 Ashtead Technology 08:35 Vesuvius & RHI Magnesita deal 12:00 Gamma Communications 14:00 Volex 19:55 Netcall 24:35 Beeks Financial 25:50 Robinson 27:30 Inchcape 32:25 Stock modelling 35:10 Favourite REITs: Grainger & Unite 35:50 Robert Walters 40:25 Duke Capital 43:40 Burford Capital 45:35 James Cropper 46:40 Light Science Technologies 51:20 Invinity Energy Systems 56:30 Ensilica 59:50 Wickes 62:00 Halfords 63:15 Hardide 65:0 Arbuthnot Banking 68:05 Genuit 69:35 Bloomsbury Publishing 72:20 CT Automotive 74:00 RWS 75:20 Future 77:35 El...