2 P's on a Pod: Is UK Takeover Activity Just Getting Started?
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Advanced Medical Solutions 04:00 Recent buys 07:25 Spire Healthcare 12:45 Ramsdens 19:15 Segro 23:50 Easyjet 28:10 Gamma Communications 31:30 IP Group 33:40 ITV 37:00 Avingtrans 40:35 Distribution Finance Capital Holdings 44:35 Volex 48:50 Telecom Plus 51:25 Impact of change in tax treatment of cash held in ISAs 53:50 Moonpig 57:55 Gear4Music 1:00:25 McBride 1:07:55 MHA 1:13:15 Low margin retailers eg AO World, Halfords, etc 1:15:40 NIOX 1:18:15 BRCK / Brickability 1:20:05 Severfield 1:23:05 Carclo #AMS #SPI #RFX #SGRO #EZJ #GAMA #IPO #AVG #DFCH #ITV #AO. #HFD #MOON #TEP #MHA #MCB #VLX #BRCK #G4M #NIOX #SFR #CAR

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Billionaire investor Jeremy Grantham: This is the most expensive market in American history

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Should you be scared of the bond markets?

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AI Is Creating A Rare Opportunity For Investors. How Jim Roppel Is Playing It. | Investing With IBD
![You’ll stop using ChatGPT after listening to this | Jonathan Pageau [ARC 2026]](https://i.ytimg.com/vi/yZUuKzDQSsI/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAXTozuIcoGA_3ys1pkvHYXgL8C4Q)
You’ll stop using ChatGPT after listening to this | Jonathan Pageau [ARC 2026]

If I Was Under 2000, I'd Never Play 1.e4 (Try This Instead)

Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!

Invest in This - It'll be worth 10x more by 2030 | Investing expert - Mohnish Pabrai

Global Crisis Looms: Will Oil Run Out By July? | Doomberg

Jeremy Grantham on why this market will fall by 50% but nobody will warn you

Scott Galloway: The Rich Are Quietly Preparing For The AI Collapse

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Gene Munster Believes It's Different This Time

Keir Starmer's economic legacy in charts | Ed Conway Analysis

They Just Put a Tax Inside Your ISA

