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

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