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[@CapitalPmh](/creator/twitter/CapitalPmh)
"By popular demand and live at 10.30am Monday (18th August) on @VOXmarkets I have the pleasure again of discussing all things UK small/midcap stocks with accomplished fund manager Paul Jourdan @Stradivari48 of Amati. It's sure to be another fascinating chat alongside trying to answer any of your questions. Everyone is welcome"  
[X Link](https://x.com/CapitalPmh/status/1956228528770331126) [@CapitalPmh](/creator/x/CapitalPmh) 2025-08-15T05:36Z 6480 followers, 2079 engagements


"#SPSY #BKS #TET #TATE #IGP #UTG #GRI #BME #TBTG #PEEL #CAV #SYS1 #SAA #IHC #BOOM #RFX #SDY #MNDI #STB #LLOY #GHH #TPT #VTU #ANG In this weeks smallcap investing show UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on XX stock ideas. 00:00 Recent buys & sells. Spectra Systems and Beeks Financials 01:35 & 06:25 Treatt 04:00 Tate & Lyle 08:25 Beeks Financial 16:05 Intercede 20:30 Unite Group 24:10 Grainger 25:40 B&M 30:20 Beauty Tech 34:50 Peel Hunt and Cavendish 35:55 CVS Group 38:05 Advertising agencies System1 and M&C Saatchi 42:55 Inspiration Healthcare"  
[X Link](https://x.com/CapitalPmh/status/1976304692180172957) [@CapitalPmh](/creator/x/CapitalPmh) 2025-10-09T15:12Z 6479 followers, 1820 engagements


"Live tomorrow at 2pm Wednesday (15th Oct) on @VOXmarkets I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome"  
[X Link](https://x.com/CapitalPmh/status/1977945048688865588) [@CapitalPmh](/creator/x/CapitalPmh) 2025-10-14T03:50Z 6477 followers, 1841 engagements


"Live tomorrow at 2pm Wednesday (22nd Oct) on @VOXmarkets I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome"  
[X Link](https://x.com/CapitalPmh/status/1980593056627019854) [@CapitalPmh](/creator/x/CapitalPmh) 2025-10-21T11:12Z 6478 followers, 2305 engagements


"#CLBS #PAY #TET #MACF #SYS1 #XPP #GMS #SUP #TSTL #BME #HFD #ECOB #ITV #PTEC #CSC #HSW #BRCK #WJG #SFR #TIME In this weeks smallcap investing show UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on XX stock ideas. Many apologies too about the quality of my video feed (sound was fine) which may have been caused by a connection &/or broadband issue. 00:00 Health of the UK IPO market and upcoming Shawbrook float. 03:55 Celebrus Technologies 07:45 Paypoint 12:00 @treattworld 14:05 Macfarlane 16:35 System1 20:15 XP Power 23:00 Gulf Marine Services 26:55"  
[X Link](https://x.com/CapitalPmh/status/1981014469619663336) [@CapitalPmh](/creator/x/CapitalPmh) 2025-10-22T15:07Z 6480 followers, 2776 engagements


"#PETS #CVSG #AOM #SPA #GETB #TRB #G4M #BOWL #MGNS #ABDP #SNX #SDG #YOU #GAMA #SOS #OXIG #MGAM #BYIT #OMG #HTG #POS #GMS #GMR #BYG #SAFE #GDWN #SFT In this weeks smallcap investing show UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on XX stock ideas. 00:00 CMA findings on the UK Vet industry and impact for Pets-at-home and CVS Group 05:25 Is this a bear or bull market for smallcaps 06:30 Activeops 11:50 1Spatial (also 17:25 & 30:50) 15:05 Getbusy 17:40 Hollywood Bowl 19:10 Sanderson Designs 21:55 Sosander 23:40 AB Dynamics 27:15 Oxford Instruments 31:20"  
[X Link](https://x.com/CapitalPmh/status/1978476125920629055) [@CapitalPmh](/creator/x/CapitalPmh) 2025-10-15T15:00Z 6480 followers, 1065 engagements


"How much is AI contributing to the US economy Well in H1'25 GDP growth came in at +1.6% (or -XXX% Q1 vs +3.8% Q2). Here AI-related investments (see below) accounted for XXX% in Q1'25 and XXX% in Q2'25 according to Bank of America. Basically saying that excluding AI US GDP would have been flat. What's more - and not captured in the numbers - the boom in AI stocks has generated enormous household wealth too. Particularly for the richest who tend to spend more & add further to GDP (re wealth effect). So what's the problem Well clearly the AI party is still in full swing. Albeit as with all"  
[X Link](https://x.com/CapitalPmh/status/1981608345820663832) [@CapitalPmh](/creator/x/CapitalPmh) 2025-10-24T06:27Z 6481 followers, XXX engagements