2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott
The "2 P’s on a Pod" series pairs analysts Paul Hill and Paul Scott for a weekly live broadcast that answers viewer questions, reviews UK‑listed small‑cap companies, and interprets macro‑economic developments. The format blends real‑time Q&A with market commentary, delivering actionable insights without constituting formal investment advice. Episodes are distributed across major podcast platforms and promoted through VOX Markets’ social channels. The show aims to demystify small‑cap investing for a UK‑focused audience while highlighting broader market trends.
Ferrari Stock Analysis - RACE
The video pits Ferrari’s ticker RACE against Bitcoin and the fantasy of owning a supercar, asking whether the stock itself is a worthwhile investment. The presenter walks through Ferrari’s $72 billion market cap, recent 7% revenue growth, higher‑than‑expected EPS guidance, and...
Yes, Value Investing Is Only For Millionaires...
The video contends that traditional value investing—characterized by prudence, low risk, and a margin of safety—is essentially a strategy for investors who already have, or aim to build, a million‑dollar portfolio. The host explains that modest yields (8‑10% total return) compound...
The Perfect Asset Allocation For 2026
In the video "The Perfect Asset Allocation For 2026," Sven Carlin outlines a value‑centric portfolio framework designed for sophisticated investors targeting the 2026 market environment. He couples the allocation strategy with a promotion of his Stock Market Research Platform, which...
Flying Through the Volaris Thesis with Antipodes' Phillip Namara
The podcast centers on Volaris (ticker VLRS), a Mexican low‑cost carrier that flies a fleet of Airbus Neo aircraft, dedicating roughly 55% of its capacity to domestic routes and the remainder to U.S. connections. Hosted by Andrew Walker and featuring Antipodes...
Mercedes Stock Is on Life Support, Leave It To Pension Funds...
Mercedes-Benz AG’s shares have entered a steep decline, prompting the commentator to label the stock as being on "life support." The downturn follows a recent earnings miss and heightened competitive pressure from electric‑vehicle rivals. Pension funds now constitute the bulk...
Maersk Stock Analysis 2026 - Dividends & Buybacks On Cycle
The video provides a 2026 outlook on Maersk A.P. Moller‑Maersk, emphasizing that the company’s dividend and share‑repurchase programs are entering a new cycle of capital return. It notes a stable dividend yield supported by strong cash flow from the shipping...
February 2026 Random Ramblings
The February 2026 episode of "Yet Another Value" is a free‑form monologue by host Andrew Walker, focused on the growing AI‑induced panic across software‑as‑a‑service (SaaS) and other asset‑light sectors. Walker frames the discussion as a “monthly random rambling,” noting that...
Revival Gold (TSXV:RGV) - 'Undervalued?' Investment Series, with Hugh Agro
Revival Gold Inc., a TSXV‑listed miner, is targeting undervalued brownfield gold assets in the western United States. CEO Hugh Agro argues that the global gold supply gap—120 million ounces produced versus only 20 million ounces discovered annually—creates a moat for existing mines....
Buy CSU Stock For 3x by 2027, 6x by 2035 (Intrinsic Valuation)
Constellation Software (CSU) is presented as a high‑conviction buy, with an intrinsic valuation model forecasting a three‑fold price increase by 2027 and a six‑fold rise by 2035. The analyst leverages a discounted cash‑flow framework that incorporates CSU’s steady acquisition‑driven cash...
Archer-Daniels-Midland Dividend Stock Analysis (NYSE: ADM)
The video presents an independent dividend‑stock analysis of Archer‑Daniels‑Midland (NYSE: ADM), highlighting its current yield and cash‑flow profile. The presenter also promotes a proprietary stock‑research platform, a free value‑investing course, and a modern value‑investing book. Viewers are directed to additional...
How Investors Can Improve at Expert Calls and AI with AlphaSense's Ryan Fennerty
AlphaSense’s Ryan Fennerty explains how investors can sharpen expert‑call programs and leverage AI to extract richer insights. He recommends hypothesis‑driven interview framing, systematic bias checks, and AI‑assisted transcript synthesis to accelerate earnings analysis. The discussion also covers how AI expands...
Gold To Go From 25% of Stocks Market to 90%? From $5k to $15K
The video predicts a dramatic surge in gold, suggesting its price could climb from $5,000 to $15,000 and its share of the overall market value could jump from roughly 25% to 90%. The presenter ties this outlook to a broader...
50% Crash CSU, ADBE, HRB, SAP! BUY NOW?
The video highlights a sharp correction across several high‑profile SaaS and enterprise software stocks, including IGV, Constellation Software (CSU), Adobe (ADBE), H&R Block (HRB), and SAP. Each ticker experienced double‑digit declines, with some, like CSU, tumbling more than 50% after...