The Vox Markets Podcast 2080: Small-cap Investing with Paul Hill and Paul Scott
Apr 17, 2025
In this engaging discussion, UK equity analyst Paul Scott shares his savvy insights on small-cap investing and highlights 18 intriguing stock ideas. He offers valuable takes on companies like Oxford Instruments and Cerillion, evaluating their market performance. The conversation also dives into the IPO performance of MHA and scrutinizes Nioxx's challenges after a failed acquisition. With a sprinkle of humor, the hosts reflect on investment strategies amid shifting economic trends, making for a compelling listen for aspiring investors.
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Bunzl's Overleveraged Risks
- Bunzl's recent 25% drop was driven by US weakness and tariff uncertainties.
- Its negative tangible net asset value suggests over-leveraging and balance sheet risk.
Oxford Instruments Quality Signal
- Oxford Instruments shows quality with high operating margins and solid balance sheet.
- Its niche scientific instruments market and global reach make it a strong mid-cap pick.
Watch Cerillion for Dips
- Cerillion remains a quality telecoms billing software business despite timing-related revenue dips.
- Keep it on your watchlist for buying opportunities during potential price dips.