Real Name: Paul Scott

Occupation: Analyst, Blogger, Company Director, Entrepreneur, Event Organiser, Private Investor

Interests: Economics, Stocks

Location: Hove & Canonbury

Twitter: @paulypilot

Fantasy Fund: Beam me up Scotty

About Me:

I trained as an accountant with a Top 5 firm, but that was so boring that I spent too much time in the 1990s being a disco bunny, and busting moves on the dancefloor, and chilling out with mates back at either my house or theirs, and having a lot of fun!

Then spent 8 years as FD for a ladieswear retail chain called "Pilot", leaving on great terms in 2002 - having been a key player in growing the business 10 fold. If the truth be told, I partied pretty hard at the weekends too, so bank reconciliations on Monday mornings were more luck than judgement!! But they were always correct.

I got bored with that and decided to become a professional small caps investor in 2002. I made millions, but got too cocky, and lost the lot in 2008, due to excessive gearing. A miserable, wilderness period occurred from 2008-2012.

Since then, the sun has begun to shine again! I am now utterly briliant again, and immerse myself in small caps, and am a walking encyclopedia on the subject. I love writing a daily report for on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese!

Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
I search for fundamental value in smaller caps, especially companies which are overlooked, or where price has become irrationally low due to negative sentiment. I like businesses with decent cashflow, strong balance sheets, and like dividends. I tend to hold for 6 months to 10 years, but a typical investment is 2-3 years. Special situations, and situations where the market has not yet priced in an improving commercial outlook for a company particularly interest me, as do turnarounds. But above all, shares which are cheap!

Paul Scott's Latest Blogs

Good morning!Some interesting results & trading updates today, so here goes.Quartix Holdings (LON:QTX)Share price: 336.5p (up 3.5% today)No. shares: 47.3mMarket cap: £159.2mFinal results - for the year ended 31 Dec 2016.FinnCap says the results today are in line with expectations. The share price is up 3.5% at the time of writing (9:00am), but on hardly any trades. This is a surprisingly illiquid share, and the…

Good morning!In case you missed it yesterday, Graham kindly emailed me some new sections on financial sector companies (which he covers, but I don't). So yesterday's report now includes sections on Lighthouse (LON:LGT) and NCC (LON:NCC) . If you wish, you can revisit yesterday's report here.On to today's results & trading updates.32Red (LON:TTR) - takeover bid - this looks a done deal, as management has…

Good morning!Apologies, but I got distracted & was very tired yesterday afternoon (haven't been sleeping well lately), so I didn't get round to updating yesterday's article any further until early this morning. I've added new sections on dotDigital (LON:DOTD) and Utilitywise (LON:UTW) to yesterday's report, which is here.It's quite difficult to clear the decks and write about companies here, because I've just got so much…

Good morning!I've just added my own comments on Fishing Republic (LON:FISH) to yesterday's SCVR. Also, there are some very interesting reader comments after yesterday's article, which are well worth a read. Do I think FISH is likely to be the next big multibagger? In a word, no. Although in this mad bull market right now, anything can happen.Let's start the day with a profit warning.Trakm8…

Good morning!Today I intend reporting on;Hayward Tyler (LON:HAYT) - profit warning, but strong pipeline. Issue with bank funding?Proactis Holdings (LON:PHD) - in line H1 update, and upbeat commentary (I hold this stock personally)Graham has emailed me a section on:Fishing Republic (LON:FISH) - in line 2016 update.Hayward Tyler (LON:HAYT)Share price: 43p (down 11.3% at the time of writing, 08:30)No. shares: 55.4mMarket cap: £23.8mUpdate on trading &…

Paul Scott's Latest Comments

Hi FREng, I gave Graham the day off! But he might pick up on your comment at some point. Regards, Paul.

Yes, just to reinforce Graham's post above - these reports are driven by each day's specific RNS announcements - trading updates & results statements.So we're not "tipping" shares - we're just giving an opinion on each day's trading updates & results statements.So share price movements, when there hasn't been any newsflow, are outside the scope of these reports. Also we generally don't comment on day-to-day…

Hi Phil, For me, my 2 biggest positions are 17% & 13% of my total portfolio - these are things that I am super-confident (hopefully, but not necessarily right!) about. Then I have about 13 positions which are between 2-6% of my total portfolio each - these are things I like a lot, and have researched thoroughly, and usually held for a while. After that,…

Hi Graham, Many thanks for covering today's report. Very interesting it is too. As regards Purplebricks (LON:PURP) - it's very early stage, so any thoughts of it displacing Rightmove (LON:RMV) are clearly extremely long-term. I don't think anyone is suggesting that's an imminent issue, because it clearly isn't. Rightmove is very dominant in property listings right now. But will that last? I'm not so sure.…

Hi Mendez, Sorry, I don't cover the resources sector. Regards, Paul.

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