Q&A with Paul Scott of Stockopedia скачать в хорошем качестве

Q&A with Paul Scott of Stockopedia

#BOO #ASC #JOUL #QUIZ #SOS #NXT #G4M #RBG #SAGA #GMS #EQLS #NBI #ELCO #COG #BOTB #ELTA #MORE One of the joys of interviewing successful smallcap investors like Paul Scott of Stockopedia - is that not only are they marvellous at identifying opportunities, but also tend to be humble, unassuming and a pleasure to talk to. Here in this riveting discussion, Paul takes me through his outlook for the markets alongside a potential ‘goldmine’ of investment ideas, including: Outlook for equities - start Hedging portfolios 02:25 How to short the market 04:00 Stock picking hit-rate 06:40 What’s the secret sauce behind Paul’s investment success 08:10 Stock ideas mentioned: 10:20 Boohoo 10:45 ASOS 14:55 Joules 15:40 QUIZ 17:25 Sosander 20:35 Next 23:30 Gear4Music, Angling Direct & SCS 28:00 Revolution Bars 31:35 Saga 34:30 How to distinguish between a ‘value play’ & a ‘value trap’ 38:10 Gulf Marine Services 39:00 Sizing higher risk/reward opportunities 43:05 What are Paul Hill’s 3 largest positions? Equals, Northbridge & Eleco 47:35 Cambridge Cognition 48:50 Best of the Best 55:00 Electra Private Equity & Hostmore 57:45 When to sell 63:00