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In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following:



00:00 Investor vibe at Mello and 2025 equity outlook

05:05 Recent buys (Vistry) & sells (Facilities of ADF).

07:45 CML Microsystems (PH holds)

10:00 JD Sports

13:55 CMC Markets

17:10 hVIVO (vox client)

20:10 Jet2

24:05 Springfield Properties

26:40 Michelmersh Brick (PH holds)

31:30 Norcros

35:40 Auction Technology Group

39:50 Renold

44:40 Equals (PH holds & Vox client)

49:35 Spectra Systems

53:30 Yu Group

56:00 Card Factory

59:40 Macfarlane



#VTY #ADF #CML #JD. #CMCX #HVO #JET2 #SPR #MBH #NXR #ATG #RNO #EQLS #SPSY #YU. #CARD #MACF