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2009: Small-Cap Investing with Paul Hill & Paul Scott
- 2024/12/20
- 再生時間： 1 時間 30 分
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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:
00:00 Macro calls for 2025 and the Trump 2.0 trade
11:35 Filtronic
15:50 Tristel
20:05 Sanderson Design
22:15 Puretech
23:20 Recent buys & sells
24:15 Tribal Group
31:10 Gulf Marine Services
35:40 The Property Franchise Group
38:15 Concurrent Technology
41:10 Chemring
44:20 MONY (formerly Moneysupermarket)
47:00 Dialight
49:45 Knights Group
53:05 Johnson Matthey
54:35 Funding Circle
1:00:10 Hill & Smith
1:02:00 Intercede
1:08:00 Beeks Financial
1:10:05 hVIVO
1:13:05 Watkin Jones
1:15:00 Spectra Systems
1:16:40 Zotefoams
1:20:20 Shoe Zone
1:23:10 Capita
1:26:40 Zigup (formerly Redde Northgate)
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 paulhill@pmhcapital.com.
FTC #TSTL #SDG #PRTC #TRB #GMS #TPFG #CNC #CHG #MONY #DIA #KGH #JMAT #FCH #HILS #IGP #BKS #HVO #WJG #SPSY #ZTF #SHOE #CPI
In this week’s smallcap investing Xmas special, top notch UK investor Paul Scott & I discussed our latest thoughts on the following:
00:00 Macro calls for 2025 and the Trump 2.0 trade
11:35 Filtronic
15:50 Tristel
20:05 Sanderson Design
22:15 Puretech
23:20 Recent buys & sells
24:15 Tribal Group
31:10 Gulf Marine Services
35:40 The Property Franchise Group
38:15 Concurrent Technology
41:10 Chemring
44:20 MONY (formerly Moneysupermarket)
47:00 Dialight
49:45 Knights Group
53:05 Johnson Matthey
54:35 Funding Circle
1:00:10 Hill & Smith
1:02:00 Intercede
1:08:00 Beeks Financial
1:10:05 hVIVO
1:13:05 Watkin Jones
1:15:00 Spectra Systems
1:16:40 Zotefoams
1:20:20 Shoe Zone
1:23:10 Capita
1:26:40 Zigup (formerly Redde Northgate)
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 paulhill@pmhcapital.com.
FTC #TSTL #SDG #PRTC #TRB #GMS #TPFG #CNC #CHG #MONY #DIA #KGH #JMAT #FCH #HILS #IGP #BKS #HVO #WJG #SPSY #ZTF #SHOE #CPI