
In this week’s smallcap investing Xmas special, top notch UK investor Paul Scott & I discussed our latest thoughts on the following:
00:00 Macro calls for 2025 and the Trump 2.0 trade
11:35 Filtronic
15:50 Tristel
20:05 Sanderson Design
22:15 Puretech
23:20 Recent buys & sells
24:15 Tribal Group
31:10 Gulf Marine Services
35:40 The Property Franchise Group
38:15 Concurrent Technology
41:10 Chemring
44:20 MONY (formerly Moneysupermarket)
47:00 Dialight
49:45 Knights Group
53:05 Johnson Matthey
54:35 Funding Circle
60:10 Hill & Smith
62:00 Intercede
68:00 Beeks Financial
70:05 hVIVO
73:05 Watkin Jones
75:00 Spectra Systems
76:40 Zotefoams
80:20 Shoe Zone
83:10 Capita
86:40 Zigup (formerly Redde Northgate)

