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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
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Friday May 29, 2020
Friday May 29, 2020
Paul has made good investing returns, so far, in 2020. Hear how he’s achieved that, his picks and strategy going forward for the rest of the year.
Paul’s background - 00:52
How were you positioned going into CV19? - 01:45
Are you surprised how the markets have recovered since March? - 04:19
How are you positioned now? – 05:10
Did you sell anything as their outlook changed? - 05:40
Revolution Bars (RBG) - 06:22
Other opportunities? - 14:45
Scapa (SCPA) - 16:14
Ten Entertainment (TEG) & Hollywood Bowl (BOWL) - 17:00
BooHoo (BOO) - 18:58
Foxtons (FOXT) - 21:46
Works Co UK (WRKS) - 23:36
Bigdish (DISH) - 26:18
Best of the Best (BOTB) - 31:00
What are you shorting? - 33:47
How have you found liquidity? - 35:57
Sosandar (SOS) & Somero Enterprises (SOM) - 36:30
How do you see the market and the economy panning out for the rest of the year? - 37:23
Q&A
Loungers (LGRS) - 41:55
Research notes - 44:00
Best of the Best (BOTB) threats - 44:55
Spreadbetting - 46:30
Intercede (IGP) - 47:53
Somero Enterprises (SOM) - 49:40
Pci-Pal (PCIP) & Spectra Systems (SPSY) - 50:45
Take over targets? - 52:10
Paul’s returns - 53:12
Dart (DTG) - 54:55
Carnival (CCL) - 55:57
Gear4Music (G4M) - 57:45
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.
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