Small-Cap Investing with Paul Hill & Paul Scott

Episode 1994,   Nov 30, 09:04 AM

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In this week’s smallcap investing show, rock star UK investor Paul Scott & I discussed our latest thoughts on the following:

00:00 M&A boom and catalyst for smallcap re-rating
04:45 ITV
08:05 Kingfisher
12:35 Auction Technology
16:40 Paul’s buys this week
18:50 Pets At Home & CVS Group
23:05 Water Intelligence
28:30 Beeks Financial
30:55 Shearwater
32:30 B&M Euro Value
34:25 Macfarlane
36:30 Essensys
41:40 Supreme
44:05 James Latham
47:05 Spire Healthcare
49:55 Evoke
51:50 Anpario
53:40 Gulf Marine Services
54:55 Marks Electrical
57:20 Getech
57:50 Avingtrans
59:50 Alpha Group International
61:45 Glaxo

Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com.

Published by Vox Markets