In this masterclass of investing, accomplished UK smallcap investor Paul Scott of Stockopedia walks me through his view of the markets and latest thoughts on 24 companies, including:
00:00 His approach to investing, equity outlook & IHT tax relief for AIM
08:10 Favourite stock & Plexus
11:50 Equals
14:15 Beeks Financial Cloud
18:15 Gulf Marine Services
23:40 Card factory
26:35 Intercede
29:30 Spectra Systems
33:25 JD Wetherspoon
35:30 Wynnstay
39:50 Onthebeach
43:00 Hollywood Bowl
44:00 Somero Enterprises
47:05 SAGA
50:45 Funding Circle
57:05 OneSavingsBank
61:30 Volex
64:20 Spread-betting risk management
68:10 Kitwave
69:40 Musicmagpie
72:50 Mpac
75:35 Journeo
79:00 UK fund redemptions
80:30 Gaming Realms
84:30 ME Group
87:05 James Halstead
90:30 Renold
92:30 Paul’s top 20 list for 2025
