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 17 stock ideas.
Apologies again for the quality of my video today, albeit the sound was fine. As such we’re going to temporarily pause this weekly show until the technology has been fixed.

00:00 Portfolio returns in Q1. Recent buys & sells,
03:20 Topps Tiles & building products sector
08:25 BRCK/Brickability
11:20 Checkit
14:05 Fonix
18:50 Burford Capital
21:35 Airlines & jet fuel costs
24:00 hVivo
26:45 Spectra Systems
29:55 Activeops & software stocks
36:05 tinyBuild & gaming companies
41:00 Tribal
46:15 Keystone Law & possible impact of agentic AI on professional services firms
52:25 Plexus
58:05 Anpario
59:00 Lords Group Trading
62:10 Future & other internet real estate assets
68:50 Strix
71:20 Bioventix