Tamzin catches up with Paul Scott, who gives us a whistle-stop tour through his portfolio, what he’s been buying, topping up, or selling; plus a brief catch-up on some of the holdings he’s mentioned historically. We start with the unexpected Revolution Bars placing and an interesting commentary on institutional appetite for this, and placings more broadly. Video & podcast.
00:53 Paul’s background
01:15 Paul’s performance ytd
02:02 Paul’s view on the market and valuations
03:15 Revolution Bars (LON:RBG) placing
06:29 Sentiment for placings
08:13 What Paul’s been buying, Scs (LON:SCS)
08:45 Smiths News (LON:SNWS)
09:50 Vertu Motors (LON:VTU)
11:04 Somero Enterprises Inc (LON:SOM)
12:01 Joules (LON:JOUL)
12:50 Boohoo (LON:BOO) & Asos (LON:ASC)
14:29 Sosandar (LON:SOS)
16:50 Cambridge Cognition Holdings (LON:COG)
18:10 Sanderson Design (LON:SDG)
19:58 N Brown (LON:BWNG)
21.34 What Paul’s been selling
24:40 Foxtons (LON:FOXT)
25:40 Best Of The Best (LON:BOTB)
28:32 Gear4music Holdings (LON:G4M)
29:35 The outlook for the market
