2 Ps on a Pod: The Week That Shook Software Stocks

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