2172: Small-cap Investing with Paul Hill and Paul Scott
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2172: Small-cap Investing with Paul Hill and Paul Scott
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About this listen
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.
00:00 What today’s UK inflation data means for bond yields and the stock market.
04:30 Will there be a peace deal between Russia & Ukraine?
05:30 Possible impact of autonomous driving on telematics software firms Microlise, Quartix & Seeing Machines
08:20 Aurrigo International
11:00 Inspiration Healthcare
15:30 Costain
18:15 IWG/Regus
24:20 Thoughts on recovery of office market
25:40 Applied Nutrition
28:10 Tribal Group
34:25 Manolete
37:40 Feedback from conversation with Pennant International CEO
44:20 TT Electronics
48:00 Morgan Advanced Materials
52:30 Anglo Eastern Plantations
55:10 Coats
57:05 Ashtead Technology
1:02:45 Pebble Beach Systems
1:06:35 Tekmar Group
1:08:20 Revolution Beauty & possible trading read across to Warpaint
#SAAS #QTX #SEE #AURR #COST #IWG #APN #TRB #MANO #PEN #TTG #MGAM #AEP #COA #AT. #PEB #TGP #REVB #W7L
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