PIWORLD audio investor podcasts
Business:Investing
00:53 Paul’s background
01:15 Paul’s performance ytd
02:02 Paul’s view on the market and valuations
03:15 Revolution Bars placing (RBG)
06:29 Sentiment for placings
08:13 What Paul’s been buying, SCS (SCS)
08:45 Smiths News (SNWS)
09:50 Vertu Motors (VTU)
11:04 Somero Enterprises (SOM)
12:01 Joules (JOUL)
12:50 BooHoo (BOO) & ASOS (ASOS)
14:29 Sosandar (SOS)
16:50 Cambridge Cognition (COG)
18:10 Sanderson Design (SDG)
19:58 N Brown (BWNG)
21.34 What Paul’s been selling
24:40 Foxtons (FOXT)
25:40 Best of the Best (BOTB)
28:32 Gear4Music (G4M)
29:35 The outlook for the market
About Paul Scott
Paul has been a professional small caps investor for nearly 20 years. Previously he was CFO of a ladieswear retailer with 150 shops in the UK & Europe. He has written the well-known “Small Cap Value Report” on Stockopedia since 2013. Paul’s focus on balance sheet strength has proven particularly relevant now. He shares his successes and sometimes failings with his readers very openly.
Link to Stockopedia
Fintel (FNTL) Full Year 2023 results presentation - March 24
SThree (STEM) FY24 Q1 Trading Update - March 2024
H&T Group (HAT) FY23 results presentation - March 2024
1Spatial (SPA) Introduction to 1Streetworks - March 24
Hill & Smith (HILS) Full Year 2023 results presentation - March 24
Headlam Group (HEAD) Full Year results presentation - March 24
Eagle Eye (EYE) Capital Markets Day - February 2024
Made Tech (MTEC) Interim results presentation - Febuary 24
Franchise Brands (FRAN) Capital Markets Day - February 24
Accrol Group (ACRL) Interim results presentation - Febuary 24
Wynnstay Group (WYN) Full Year 2023 results presentation - Febuary 24
NWF Group (NWF) Half Year results presentation - January 24
SThree (STEM) Full Year 2023 results presentation - January 24
Idox (IDOX) Full Year 2023 results presentation - January 24
Knights Group (KGH) Half Year results presentation - January 24
SThree (STEM) FY23 Full Year Trading update - December 23
Sosandar (SOS) Half Year results presentation - December 23
Begbies Traynor Group (BEG) Half year results presentation - December 23
TPXimpact (TPX) Half Year results presentation - December 23
Braemar (BMS) FY23 & H1 24 Results presentation - December 23
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