<div>In this week’s live smallcap show, UK equity analyst &amp; markets commentator Paul Scott &amp; I discussed our latest thoughts on 17 stock ideas.<br>Apologies again for the quality of my video today, albeit the sound was fine. <strong><em>As such we’re going to temporarily pause this weekly show until the technology has been fixed.</em></strong><br>00:00 Portfolio returns in Q1. Recent buys &amp; sells,<br>03:20 Topps Tiles &amp; building products sector<br>08:25 BRCK/Brickability<br>11:20 Checkit<br>14:05 Fonix<br>18:50 Burford Capital<br>21:35 Airlines &amp; jet fuel costs<br>24:00 hVivo<br>26:45 Spectra Systems<br>29:55 Activeops &amp; software stocks<br>36:05 tinyBuild &amp; gaming companies<br>41:00 Tribal<br>46:15 Keystone Law &amp; possible impact of agentic AI on professional services firms<br>52:25 Plexus<br>58:05 Anpario<br>59:00 Lords Group Trading<br>62:10 Future &amp; other internet real estate assets<br>68:50 Strix<br>71:20 Bioventix</div>