GCIQ&A with Paul Scott of Stockopedia
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
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.