2 Ps on a Pod: The Week That Shook Software Stocks
In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.
00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic?
09:40 Future
15:00 PCI-Pal
17:15 Pinewood Technologies
21:30 Auction Technologies
26:40 Beazley bid from Zurich
28:00 Cab Payments
30:25 Funding Circle
37:30 XP Factory
40:40 Watches of Switzerland
43:50 theworks
49:30 Hardide
53:15 Trifast
59:30 Alumasc
1:02:35 Keller
1:04:05 Fevara (formerly Carr’s)
1:07:50 Creightons or Warpaint ?
1:11:10 ME Group
1:14:00 Cordel
1:14:45 Zotefoams
1:15:40 ASA International
1:17:30 Bloomsbury
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The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.
