2 P’s on a Pod: Small Cap Chaos! M&A Drama, Profit Shocks & 2026 Hot Takes
Episode 2268
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In this week’s jam-packed Xmas Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 smallcap stock ideas.
00:00 YTD’25 portfolio returns and 2026 outlook
06:50 1Spatial
09:50 TT Electronics
14:10 Hollywood Bowl
17:40 Card Factory (& 60:00)
21:15 Moonpig
25:45 Watkin Jones Group
31:05 Synectics
37:10 Tribal Group
43:10 Essentra
45:40 Frontier Developments
51:00 Beeks Financial (& 76:45)
57:50 SDI Group
60:20 Van Elle
64:15 Character Group
68:40 Tristel
73:35 Springfield Properties
78:00 Victoria
82:20 Nichols
84:50 Sthree
88:10 Premier Miton
91:00 EKF Diagnostics
#SPA #TTG #BOWL #CARD #MOON #WJG #SNX #TRB #ESNT #FDEV #BKS
#SDI #VANL #CCT #TSTL #SPR #VCT #NICL #STEM #PMI #EKF
Published on 6 days ago