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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 16 stock ideas.

00:00 Winners & losers from yesterday’s spending review
01:40 Vistry
03:30 Bellway
05:00 Ibstock
09:40 Volex
13:00 Equity outlook and profit taking
16:25 Cordel
20:25 Argentex
22:50 Beeks
27:10 Cerillion
31:55 Pinewood Technologies
35:10 Bango
41:50 GB Group
46:05 Iomart
48:25 Use of stop losses
50:00 ONDO Insurtech
56:35 Celebrus Technologies
61:55 theWorks
64:25 System1
66:00 Impact of Gen AI on MarTech and advertising stocks
71:10 MA& surge and Ricardo takeover