In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks. 00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment) 06:00 Unite Group and new fees on international students 11:50 GlobalData 16:00 GB Group 19:45 Spectra Systems 22:45 Boohoo 27:10 Pets at Home 29:00 Do new CEOs work for turnarounds? 32:00 Microlise 34:55 Brickability and broader building products sector 38:05 James Latham 41:25 Marston’s 46:10 Churchill China 48:00 Halfords 51:40 Team & WH Ireland merger 53:50 Should Filtronic and Beeks seek a US listing? 56:30 Warpaint 1:00:55 Hilton Foods 1:03:05 Cake Box 1:06:55 Saga 1:09:25 Senior 1:11:30 Kooth

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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