• 2009: Small-Cap Investing with Paul Hill & Paul Scott

  • Dec 20 2024
  • Length: 1 hr and 30 mins
  • Podcast

2009: Small-Cap Investing with Paul Hill & Paul Scott

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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
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