Q&A with Paul Scott of Stockopedia
Episode 1731, Dec 05, 2023, 04:33 PM
(Watch the video interview HERE)
In this interview, 1st class investor Paul Scott of Stockopedia takes Vox Markets through:
00:00 His outlook for smallcaps, M&A, benefits of Stockopedia community & key learnings from 2023.
16:50 Plexus & portfolio position sizing
31:35 MS International
33:50 Spectra Systems
37:30 Equals
41:30 Record, Argentex & Cornerstone FS
45:50 General health of UK consumer & Cake Box
51:50 XP Factory & Revolution Bars
54:50 Supreme
61:35 Gresham Technologies
64:55 Building products industry, Epwin & importance of ‘cashflow / interest’ cover for indebted firms
73:35 Kier & adjusting for pension schemes
79:20 Renold
82:10 Zotefoams & top slicing winners
88:30 Fonix Mobile & general areas to avoid in 2024
In this interview, 1st class investor Paul Scott of Stockopedia takes Vox Markets through:
00:00 His outlook for smallcaps, M&A, benefits of Stockopedia community & key learnings from 2023.
16:50 Plexus & portfolio position sizing
31:35 MS International
33:50 Spectra Systems
37:30 Equals
41:30 Record, Argentex & Cornerstone FS
45:50 General health of UK consumer & Cake Box
51:50 XP Factory & Revolution Bars
54:50 Supreme
61:35 Gresham Technologies
64:55 Building products industry, Epwin & importance of ‘cashflow / interest’ cover for indebted firms
73:35 Kier & adjusting for pension schemes
79:20 Renold
82:10 Zotefoams & top slicing winners
88:30 Fonix Mobile & general areas to avoid in 2024