The Vox Markets Podcast 2223: Small-cap Investing with Paul Hill and Paul Scott
Oct 29, 2025
Join equity analyst Paul Scott, a seasoned commentator on UK small caps, as he dives into 21 promising stock ideas with host Paul Hill. They explore MJ Gleeson's appeal amidst rising mortgage rates, debate Idox's bid strategies, and assess MPac's recent surge. The duo also tackles Alumasc's undervaluation, Bioventix's competition challenges, and the implications of AI on RWS. Additional highlights include insights into Centaur Media's cash returns, Ingenta's growth potential, and the speculative nature of Creo Medical. An insightful listen for small-cap enthusiasts!
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Take Early Small Positions In Housebuilders
- Buy a toehold in housebuilders before policy clarity if you see improving mortgage affordability.
- Small early positions can pay off when a budget or policy shift boosts demand.
Generous Bids Often Beat Hopes For Turnaround
- A generous bid can be an attractive exit for an underperforming company.
- Consider selling rather than holding for potential higher bids when underlying quality is poor.
Sell Half To Balance Bid Risk
- If in doubt with a takeover bid, consider selling half your holding to lock in gains.
- Splitting your position balances bid risk against upside from higher offers.