<div>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.

<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI">00:00</a> Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment)
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=360s">06:00</a> Unite Group and new fees on international students
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=710s">11:50</a> GlobalData
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=960s">16:00</a> GB Group
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=1185s">19:45</a> Spectra Systems
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=1365s">22:45</a> Boohoo
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=1630s">27:10</a> Pets at Home
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=1740s">29:00</a> Do new CEOs work for turnarounds?
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=1920s">32:00</a> Microlise
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=2095s">34:55</a> Brickability and broader building products sector
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=2285s">38:05</a> James Latham
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=2485s">41:25</a> Marston’s
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=2770s">46:10</a> Churchill China
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=2880s">48:00</a> Halfords
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=3100s">51:40</a> Team & WH Ireland merger
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=3230s">53:50</a> Should Filtronic and Beeks seek a US listing?
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=3390s">56:30</a> Warpaint
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=3655s">1:00:55</a> Hilton Foods
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=3785s">1:03:05</a> Cake Box
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=4015s">1:06:55</a> Saga
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=4165s">1:09:25</a> Senior
<a href="https://www.youtube.com/watch?v=zxz_MQXqfqI&t=4290s">1:11:30</a> Kooth</div>


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