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
SThree Investor Briefing 2: Technology Improvement Programme
SThree (STEM) Full Year results 2022 – January 2023
Idox (IDOX) full year 2022 results presentation – January 2023
Vertu Motors plc (VTU) Acquisition of Helston Garages Group Ltd - December 2022
WH Ireland (WHI) 2023 interim results overview - December 2022
Sosandar (SOS) 2023 half year results presentation - December 2022
SThree (STEM) Full-year 2022 trading update - December 2022
Introducing Secure Trust Bank (STB) - December 2022
Begbies Traynor (BEG) interim results presentation - December 2022
IG Design Group (IGR) interim results 2023 - November 2022
Cerillion (CER) Full year 2022 results presentation - December 2022
MindGym (MIND) Interim results presentation - December 2022
Creightons (CRL) Interim results presentation - December 2022
DSW Capital (DSW) Interim results 2023 presentation - November 2022
ActiveOps (AOM) Interim results presentation - November 2022
Treatt (TET) Full Year 2022 results presentation - November 2022
SThree (STEM) Investor Briefing Series - Growth Drivers - November 2022
DotDigital (DOTD) Full-Year 2022 results overview - November 2022
Tracsis (TRCS) Full-Year results 2022 presentation – November 2022
Aquis Exchange plc (AQX) Capital Markets Day - November 2022
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