2483: 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 20 stock ideas. 00:00 Latest buys this week. Dunelm, Hollywood Bowl and Renalytix 06:45 Eleco 12:30 Other possible Saas takeover ideas: Tribal, PCI-Pal, Beeks Financial, Quartix, Eagle Eye, Cerillion and Intercede. 16:25 Checkit 22:30 Sthree 26:00 Goodwin 32:45 MS International 35:10 Mortgage Advice Bureau 39:00 Funding Circle 44:10 Distribution Finance Capital Holdings 47:55 RentGuarantor 53:35 Gym Group 59:05 Spectra Systems 60:35 Morgan Sindall 61:50 Gear4Music 63:50 Itaconix 67:05 Victrex #DNLM #BOWL #RENX #ELCO #TRB #EYE #CKT #STEM #GDWN #MSI #MAB1 #FCH #DFCH #RGG #GYM #SPSC #MGNS #G4m #ITA #VCT








