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!Today there will be one report. I'm (Paul) writing most of it, but Graham is likely to add a couple more sections later this afternoon. We often add more sections in the afternoon & evenings, so it's worth checking the previous day's report to see if there's anything that you've missed. The quickest way to do that is to bookmark the SCVR landing page,…

Good morning!Graham is also writing today, his report is gradually taking shape here. I'm aiming to report today on;AO World - only modest growth, and cautious outlook. Not good enough, I'm bearish.JD Sports - a barn-storming trading update!Debenhams - perhaps better than expected Xmas performance? (sorry, I ran out of time, so didn't cover this one in the end)Moss Bros - in line trading update.…

Good morning,There are two reports today, this one from me, and an additional report from Graham - here - he's running a bit late today, due to a late flight last night. So his report won't be finished until later this afternoon.Today I shall be reporting on;Joules - Xmas trading updateShoeZone - preliminary resultsGraham will be reporting on;McBrideSigma CapitalFoxtonsYesterday's report - I had a late…

Good morning!Graham is travelling today, so it's just me reporting.There's tons to cover. Here is a quick summary of the companies I report on below;BooHoo - another excellent trading update.Somero Enterprises - good trading update & increased divis - all positive.CloudCall - good trading update - has it turned the corner? Possibly.Topps Tiles - Q1 trading update - possibly good value now?Majestic Wine - Xmas…

Good morning!Today I'll be covering the shares noted in the header. Graham intends adding a section on ANCR later this afternoon, once I've finished.Boohoo.Com (LON:BOO)Update on Nasty Gal acquisition - as mentioned before, BooHoo is the "stalking horse" bidder for the IP and customer lists of bankrupt American fashion etailer Nasty Gal. There is now a wait until 2 Feb 2017 to see if any…

Paul Scott's Latest Comments

Hi Ricky,Thanks for your reply. No offence taken!Just to reinforce the point, my views on all stocks are based on all the information I have to hand about that company, at that particular point in time.So when new information comes out (especially trading updates and results statements) that significantly changes the outlook for a company, then I change my view on it.Based on its historic…

Hi ds, Thanks, but I do get paid a modest fee for writing these articles. Mind you, I mainly do it because it's enjoyable, and mentally stimulating. Also because writing down & publishing my thoughts about shares & thus opening them up to public scrutiny, really makes me think a lot harder about everything. Plus the reader comments are invaluable at filling in the gaps,…

Hi ricky65, I think WANdisco (LON:WAND) is displaying signs that it might have turned - the chart (which of course measures market sentiment) is looking positive now. The fundamentals (as reported today) are improving considerably (although it's still loss-making & cash-burning). So personally my approach with this is to take a long position now, and see how things develop. It's in an up-trend now, on…

Hi Tabhair,Also, I think there also has to be a certain irony that the stocks that Paul holds/held that are perceived to be value in his portfolio (SpaceAndPeople, Fairpoint, French Connection, etc) are those that have probably held back his performance if anything!Exactly! Standard value investing really hasn't worked at all well in the last few years. In most cases, when you search for low…

ricky65,I changed my view on WANdisco (LON:WAND) today because the company's fundamentals have changed dramatically for the better. I explained why in the article.My stance on shares has nothing whatsoever to do with "sentiment". I base my opinions on facts, figures, and outlook. So when those dramatically improve, then my stance on the share will also change.Hope that clarifies.Paul.

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