The Vox Markets Podcast

← The Vox Markets Podcast11 sept · 1 h 12 min

2483: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

2483: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott11 sept1 h 12 min

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.

00:00 Latest buys this week. Dunelm, Hollywood Bowl and Renalytix

06:45 Eleco

12:30 Other possible Saas takeover ideas: Tribal, PCI-Pal, Beeks Financial, Quartix, Eagle Eye, Cerillion and Intercede.

16:25 Checkit

22:30 Sthree

26:00 Goodwin

32:45 MS International

35:10 Mortgage Advice Bureau

39:00 Funding Circle

44:10 Distribution Finance Capital Holdings

47:55 RentGuarantor