Q&A with Paul Scott of Stockopedia

Episode 1448,   May 23, 03:12 PM

(Watch the video interview HERE)

Despite all the macro concerns, we could be entering a golden period for UK small/microcap investing. Find out here why from equity analyst & investor Paul Scott of Stockopedia, including updates on 22 ideas.

00:00 Outlook for equities:
02:00 How has Paul’s portfolio fared YTD’23
06:40 Sosandar (SOS)
11:10 Boohoo (BOO)
14:35 ASOS (ASC)
16:45 Card Factory (CARD)
19:10 Gear4Music (G4M
23:20 Wickes Group (WIX) & Eurocell (ECEL)
26:00 Forterra (FORT), Lords Group Trading (LORD), Brickability (BRCK), Marshalls (MSLH) & Michelmersh Brick (MBH)
31:55 XP Factory (XPF)
35:55 Hostmore (MORE)
38:15 Importance of position sizing
42:10 Revolution Bars (RBG)
42:55 Warpaint (W7L)
45:35 Generative AI
51:20 Eagle Eye Solutions (EYE)
53:55 Renold (RNO)
57:30 Watkin Jones (WJG)
59:35 Kitwave (KITW)
01:00:50 Delisting risk
01:03:00 WANDisco (WAND)
01:06:30 Best of the Best (BOTB)