2009: Small-Cap Investing with Paul Hill & Paul Scott
DEC 20, 202489 MIN
2009: Small-Cap Investing with Paul Hill & Paul Scott
DEC 20, 202489 MIN
Description
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<a href="https://www.youtube.com/live/b0DG8ekBz9A">Watch on YouTube</a><br>
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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:<br>
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00:00 Macro calls for 2025 and the Trump 2.0 trade<br>
11:35 Filtronic<br>
15:50 Tristel<br>
20:05 Sanderson Design<br>
22:15 Puretech<br>
23:20 Recent buys & sells<br>
24:15 Tribal Group<br>
31:10 Gulf Marine Services<br>
35:40 The Property Franchise Group<br>
38:15 Concurrent Technology<br>
41:10 Chemring<br>
44:20 MONY (formerly Moneysupermarket)<br>
47:00 Dialight<br>
49:45 Knights Group<br>
53:05 Johnson Matthey<br>
54:35 Funding Circle<br>
1:00:10 Hill & Smith<br>
1:02:00 Intercede<br>
1:08:00 Beeks Financial<br>
1:10:05 hVIVO<br>
1:13:05 Watkin Jones<br>
1:15:00 Spectra Systems<br>
1:16:40 Zotefoams<br>
1:20:20 Shoe Zone<br>
1:23:10 Capita<br>
1:26:40 Zigup (formerly Redde Northgate)<br>
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Plus, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email [email protected].<br>
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FTC #TSTL #SDG #PRTC #TRB #GMS #TPFG #CNC #CHG #MONY #DIA #KGH #JMAT #FCH #HILS #IGP #BKS #HVO #WJG #SPSY #ZTF #SHOE #CPI</div>
