Small Cap Value Report

Join Paul Scott & Graham Neary on weekdays in their search for value in small caps

Small Cap Value Report (Tues 7 April 2020) - placeholder

Good morning, it's Paul here, with the placeholder to start off with at 7am. It's anybody's guess what happens next, in this bizarre new world we live in.

Probably like most people, I'm trying to figure out what the hell happens next? When not sure, I just try to do a base case, then an upside & a downside scenario.

In my head, it goes something like this;

Base case - short term economic shutdown, the like of which has never been seen before. Unknown outcome, but recovery at some point (unknown timing).Downside scenario - CV19 might recur, or linger,…

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  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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