2305: 2 Ps on a Pod: The Week That Shook Software Stocks
About this episode
In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.
00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic?
09:40 Future
15:00 PCI-Pal
17:15 Pinewood Technologies
21:30 Auction Technologies
26:40 Beazley bid from Zurich
28:00 Cab Payments
30:25 Funding Circle
37:30 XP Factory
40:40 Watches of Switzerland
43:50 theworks
49:30 Hardide
53:15 Trifast
59:30 Alumasc
1:02:35 Keller
1:04:05 Fevara (formerly Carr’s)
1:07:50 Creightons or Warpaint?
1:11:10 ME Group
1:14:00 Cordel
1:14:45 Zotefoams
1:15:40 ASA International
1:17:30 Bloomsbury
#FUTR #PCIP #PINE #ATG #BEZ #CABP #FCH #XPF #WOSG #WRKS #HDD #TRI #ALU #KLR #CRL #W7L #MEGP #CRDL #BMY #ZTF
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