• 1989: Small-Cap Investing with Paul Hill & Paul Scott

  • Nov 22 2024
  • Length: 1 hr and 3 mins
  • Podcast

1989: Small-Cap Investing with Paul Hill & Paul Scott

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    In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following:

    00:00 Investor vibe at Mello and 2025 equity outlook
    05:05 Recent buys (Vistry) & sells (Facilities of ADF).
    07:45 CML Microsystems (PH holds)
    10:00 JD Sports
    13:55 CMC Markets
    17:10 hVIVO (vox client)
    20:10 Jet2
    24:05 Springfield Properties
    26:40 Michelmersh Brick (PH holds)
    31:30 Norcros
    35:40 Auction Technology Group
    39:50 Renold
    44:40 Equals (PH holds & Vox client)
    49:35 Spectra Systems
    53:30 Yu Group
    56:00 Card Factory
    59:40 Macfarlane

    #VTY #ADF #CML #JD. #CMCX #HVO #JET2 #SPR #MBH #NXR #ATG #RNO #EQLS #SPSY #YU. #CARD #MACF
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