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

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas. Apologies again for the quality of my video today, albeit the sound was fine. As such we’re going to temporarily pause this weekly show until the technology has been fixed. 00:00 Portfolio returns in Q1. Recent buys & sells, 03:20 Topps Tiles & building products sector 08:25 BRCK/Brickability 11:20 Checkit 14:05 Fonix 18:50 Burford Capital 21:35 Airlines & jet fuel costs 24:00 hVivo 26:45 Spectra Systems 29:55 Activeops & software stocks 36:05 tinyBuild & gaming companies 41:00 Tribal 46:15 Keystone Law & possible impact of agentic AI on professional services firms 52:25 Plexus 58:05 Anpario 59:00 Lords Group Trading 62:10 Future & other internet real estate assets 68:50 Strix 71:20 Bioventix Published by Vox Markets THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW