The Vox Markets Podcast 2152: Small-cap Investing with Paul Hill and Paul Scott
Jul 24, 2025
In this insightful discussion, Paul Scott, a UK equity analyst and stock market commentator, shares his expertise on small-cap investing. They reveal recent stock ideas, including potential gains in the property sector through Granger and technological innovations from Eagle Eye. The conversation explores challenges in retail tech and dives into the financial evolution of Wilmington amid healthcare changes. Listeners will also learn about the dynamics impacting companies like Big Technologies and the turnaround story of Pebble Beach Systems. A wealth of investment wisdom awaits!
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Granger: Low-Risk Property Play
- Consider Granger for hassle-free UK residential property exposure.
- It offers a 4%+ yield and potential 4% capital growth, suitable for SIP and ISA accounts.
Eagle Eye’s Turnaround Potential
- Eagle Eye’s profit collapse is due to losing a single major contract, not product issues.
- Partnership with SAP could unlock large growth and drive substantial upside.
Treatt Faces Profit Pressure
- Treatt faces competitive pressures that halve its profit projections unexpectedly.
- Despite new factories and strong assets, recovery remains uncertain; watch closely.