The Vox Markets Podcast 2057: Small-cap Investing with Paul Hill and Paul Scott
Mar 7, 2025
In this insightful discussion, Paul Scott, an experienced equity analyst and stock market commentator, shares his expertise on small-cap investing. He and the host delve into the current market trends, emphasizing why investors shouldn't lose hope. They dissect the performance of companies like De La Rue, Spire Healthcare, and Gaming Realms, highlighting both challenges and opportunities. With a focus on ITV's promising outlook and insights into emerging tech stocks like Zotefoams, this conversation provides valuable strategies for navigating the dynamic world of small-cap investments.
AI Snips
Chapters
Transcript
Episode notes
Navigating Market Volatility
- Don't panic during market volatility if invested in quality companies.
- View market downturns as buying opportunities and avoid impulsive actions.
Market Overreaction and Catalysts
- Markets overreact to uncertainty, creating opportunities in small-cap stocks.
- Positive catalysts, like a ceasefire in Ukraine and deregulation, can shift markets.
REITs as Acquisition Targets
- REITs are currently undervalued due to market conditions, presenting takeover targets.
- Blackstone's bid for Warehouse REIT demonstrates this trend, with potential for higher offers.