The Vox Markets Podcast cover image

2057: Small-cap Investing with Paul Hill and Paul Scott

The Vox Markets Podcast

CHAPTER

Spire Healthcare Under Scrutiny

This chapter analyzes Spire Healthcare's recent negative trading update and the factors contributing to its declining share value. The discussion highlights shifts in customer dynamics from high-margin self-pay to lower-margin NHS services, questioning the sustainability of the company's business model. Additionally, the evaluation of asset discrepancies, particularly between freehold and leasehold properties, emphasizes the complexities surrounding financial performance and valuation.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner