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Small Caps Podcast with Paul Scott
Episode 18 (4 May 2024) - UK Small/Mid Caps with Paul Scott
Season 2024, Ep. 18
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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.
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21. Episode 21 (24 May 2024) - UK Small/Mid Caps with Paul Scott
44:0629 companies reviewed this week by Paul & Graham, in the UK's leading independent small caps commentary.Always just opinions, never recommendations. Remember nobody can buy our views, we do not take any money from companies.20. Episode 20: UK Small/Mid Caps with Paul Scott
51:57Usual stuff - views, not recommendations or advice. As always, you must do your own research.The lovely bull market continues, about time too! I hope you're all making pots of money :-)19. Episode 19 (part 2 of 2) - 12/5/2024 - continuing from when I was rudely interrupted!
20:37Continuing my summary of the week's SCVRs. Always just my fallible opinions, never advice.19. Episode 19 (part 1 of 2) - 12/5/2024 - UK Small/Mid Caps with Paul Scott
35:59Yes 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 2.16. Episode 16: UK Small/Mid Caps with Paul Scott
55:03My 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.15. Episode 15: UK Small/Mid Caps with Paul Scott
55:52My 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.14. Episode 14 - UK Small/Mid Caps with Paul Scott
53:32Paul'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.