Episodes

  • Episode 19 (part 2 of 2) - 12/5/2024 - continuing from when I was rudely interrupted!

    Episode 19 (part 2 of 2) - 12/5/2024 - continuing from when I was rudely interrupted!
    May 12 2024
    Continuing my summary of the week's SCVRs. Always just my fallible opinions, never advice.

    Hosted on Acast. See acast.com/privacy for more information.
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    21 mins
  • Episode 19 (part 1 of 2) - 12/5/2024 - UK Small/Mid Caps with Paul Scott

    Episode 19 (part 1 of 2) - 12/5/2024 - UK Small/Mid Caps with Paul Scott
    May 12 2024
    Yes I'm back in Gozo, my favourite tiny island of them all. A few technical problems, and drinking Cisk in the sun, means things didn't go completely to plan. Also podcastle stopped me and demanded a 145 Euro fee to continue, which didn't amuse me. So I paid the ransom, against all my principles, and continue in part 2.

    Hosted on Acast. See acast.com/privacy for more information.
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    36 mins
  • Episode 18 (4 May 2024) - UK Small/Mid Caps with Paul Scott

    Episode 18 (4 May 2024) - UK Small/Mid Caps with Paul Scott
    May 4 2024

    I've been bullish for small caps since autumn 2023, and it's looking increasingly that I was right. Takeover activity (esp from US private equity) is almost daily proof that UK mid caps especially are often too cheap. Graham & I have seen c.20% gains in our top ideas lists in just 4 months. This is an exciting time to be buying cheap, carefully selected UK stocks I think, ignore the doomsters, they're way behind the curve!

    As always, we fling lots of ideas at you to look at, essentially doing your own more detailed research from our quick reviews. We're never recommending, just providing some ideas for research.


    Hosted on Acast. See acast.com/privacy for more information.
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    1 hr and 5 mins
  • Episode 17 (28/4/2024) - UK Small/Mid Caps with Paul Scott

    Episode 17 (28/4/2024) - UK Small/Mid Caps with Paul Scott
    Apr 28 2024
    My usual weekly roundup of many companies reporting. Plus a good rant about EBITDA!

    Hosted on Acast. See acast.com/privacy for more information.
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    1 hr and 11 mins
  • Episode 16: UK Small/Mid Caps with Paul Scott

    Episode 16: UK Small/Mid Caps with Paul Scott
    Apr 19 2024

    My usual weekly round-up of the 47 companies we reviewed in this week's Small Cap Value Reports.

    As always, these are just mine (and Graham's) opinions, never recommendations or advice. You must do your own research, as we're only doing quick reviews, not in-depth research.


    Hosted on Acast. See acast.com/privacy for more information.
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    55 mins
  • Episode 15: UK Small/Mid Caps with Paul Scott

    Episode 15: UK Small/Mid Caps with Paul Scott
    Apr 14 2024
    My usual weekly recap of the small/mid cap companies reporting. Also some overall market thoughts (I remain very positive on the outlook for cheap small/mid caps, selectively). 3 more takeover approaches confirms that the market is too cheap in places.

    Hosted on Acast. See acast.com/privacy for more information.
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    56 mins
  • Episode 14 - UK Small/Mid Caps with Paul Scott

    Episode 14 - UK Small/Mid Caps with Paul Scott
    Apr 7 2024

    Paul's usual weekly roundup of small/mid caps results and trading updates.

    To emphasise - we're never recommending anything, just giving our personal opinions after a quick review. So it's vital to do your own more detailed research please.


    Hosted on Acast. See acast.com/privacy for more information.
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    54 mins
  • Episode 13 - UK Small/Mid Caps with Paul Scott

    Episode 13 - UK Small/Mid Caps with Paul Scott
    Mar 29 2024

    As always, my weekly recaps on small/mid cap news & views are not advice or recommendations, just my personal views.

    As usual I quickly run through all the companies myself & Graham have written about in the Stockopedia Small Cap Value Reports.


    Hosted on Acast. See acast.com/privacy for more information.
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    55 mins