Vote for Paul Scott - "Small Cap Analyst of the Year"
I just wanted to congratulate Paul Scott who writes his excellent Small Cap Report exclusively for us all here at Stockopedia every morning. He has made the shortlist from an extremely strong set of nominations as "Small Cap Analyst of the Year 2013" at the inaugural "Small Cap Awards" where he is up against Simon Thompson of the IC and George O'Connor of Panmure Gordon (you can view the shortlist here).
Paul is up at the crack of dawn before 7am preparing for the day's regulatory news reports, publishing his initial diagnosis on the news of the day before 8am and following up with further additions throughout the morning. These reports are becoming read by thousands daily and every month and our hope is that we can extend the reach of Paul's voice even further amongst the private investor population.
Paul is one of the most honest and tireless people in the small cap blogosphere, who writes as much to share and inspire dialogue as for his own research process. What is so exceptional about Paul as a stock market writer is that he's a real investor illustrating his investment thinking and processes every single day. Everyone who reads Paul learns from his keen eye for value and quality amongst smaller companies and his experienced and trained accounting expertise.
We really mustn't underestimate the significance of this - Paul's nomination is the first time in my memory that an individual from the open blogosphere (who doesn't just write for clients or a paying audience) has been nominated for an industry award like this in the UK beating off reams of research analysts as competitors. The walls are indeed crumbling.
Vote for Paul. Paul is one of the most humble investors I know - the first to admit of his own weaknesses but never one to brag about his strengths - so I just thought I do it a bit for him and ask all who have appreciated his work here at Stockopedia since late last year (and also through the years at Paulypilot's Pub at The Motley Fool, at Equity Active and on his own blog) to maybe encourage the judging panel to vote for him by dropping them an email.
While this isn't a publicly voted award I don't think it would do any harm for everyone to let the judges know who you think should win. Feel free to email the organiser melissa@lilyandpiper.com. Otherwise we are happy to aggregate and pass on comments to the judges if you post a comment in the thread below .
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46 comments
I like Paul's review. I had some shares on Boohoo at 40p, when it dropped from 40 to 22p, I sold them. However, Paul wrote positively about the company. I regret selling them now because it went from 22p to 160p now.
I admire his extensive research and they way he analyse a company's accounts.
Another vote for Paul.
First thing that I look for in the discussion stream is Paul's small-cap post. His open, conversational way of writing has helped me with my investment decisions. I hope he gets it.
Yes indeed. Paul deserves the prize for writing articles that I can mostly understand! I've learnt a lot and I'm sure my returns will benefit as a result.
The only problem is I don't want to share him with too many others! Our secret weapon (the SCVR) won't be a secret weapon if everyone knows about it!
Another massive thumbs up and a pat on the back for Paul. Thoroughly deserved. He goes above and beyond and it's nice to see him getting some recognition, beyond the thanks from all of us.
Have to join everyone else in my praise to Paul for his excellent and informative articles and if you ever come down to Poole there's a beer and a cooked breakfast waiting for you.
Thank again
Well spotted!!
Do you guys realise you are responding to a post from 2013? DYOR! lol.
Aaaah! - the devil is in the detail.
LoL indeed - presumably one of Ed's "tests" to prove how superficial your average investor's (including me) attention to detail is.
Nice for Paul to know he's still appreciated .......
Gus.
I am very happy to add my name to the list. His initial comments put me on the track of Boohoo and after doing my own research I bought a share off my own beaten track at quite close to its lowest point. I also value his robust approach to balance sheet analysis and the small print in RNS's.
Good luck to him
MH
I think the main thing about Paul is that I trust his reports and comments as being honest and impartial. He has no ulterior motive other than to impart information for the benefit of private investors. He gets my vote unreservedly
Thumbs up from me for Paul. I don't trust my "monkey brain" when picking stocks without screening them first through Paul's historic SCVR which provides a mine of information and insight. Prolific and yet such high quality!
Best,
Gus.
Honest, impartial, diligent. A rare thing for one person to encompass all three of these attributes. My vote goes to Paul/
Rational (for the most part!), lucid, rarely an unnecessary word, objective (usually!), and most importantly (in the context of broker research stifled by compliance departments) - timely. Paul is unmissable.
Further, I think he is doing a great job in reminding the boards of small and mid caps that the private investor base should not be overlooked, indeed should be nurtured.
Add my vote as well. The most independent and honest of all commentators as well as being in a class of his own when it comes to an immediate concise (but in depth) analysis of a company's results.
I agree. I find Paul's writing essential reading. Whenever I find myself in dispute with his view on a stock, eventually I am obliged to reach for the loo roll.
Paul Scott
Sound as a pound
I totally agree with Neville Austins comments. I visited the London Investors Show at Olympia on Friday 25 Oct and had the distinct pleasure of meeting and engaging in rhetoric with both Ed and Paul.
Being relatively new to investing I had difficulty in seeing a light at the end of the tunnel but fortunate for me they must have jogged down there and lit the barbi.
Ed projected great confidence and understanding and Pauls clear and informative explanation of how he uses Stockopedia was enlightening.
Stockopedia and Pauls report is invaluable to me and what a nice bloke he is. Paul certainly gets my vote.
I am so glad to have discovered Stockopedia and Paul Scott, the first thing I do, even before tea or coffee is to check Pauls first comments. Previously I was in the dark ages, a 24/7 subscriber to Company REFS and I also took the "IFG" Investing for Growth magazine, well they let me down, good thing because my brother put me onto you, and it is like a light going on.
I hope that one day Paul receives a knight hood for services to the private investor, Paul is helping ordinary folk to become more expert in providing themselves, and their families, better pensions, better futures and better lives.
Keep up the excellent work.
Very useful early summaries. Please add my vote.
Would like to add my vote. Really enjoy the daily reports and thoughts on the various shares he covers. Thanks Paul!
If it's not too late please also add my vote. Paul's daily updates have highlighted a number of interesting opportunities i would otherwise been unaware of and his in-depth analysis of accounting issues has been great for learning the tricks and traps for investors.
Thanks for all the kind comments. I feel pretty awkward about the whole thing, but part of me is also loving it!
P.
Please add my vote for Paul. His daily analysis is a must. Analytical, concise, informative and picks out many issues which otherwise could easily be missed at first glance from trading updates and results.
Please include my vote for Paul. Probably the best source of well judged small cap intelligence in the market IMHO.
Yep, you can aggregate my vote for Paul.
Why isn't this awards event open for public voting?
I would vote for Paul too - clear concise open and honest. Hes not chasing an agenda or trying to fluff up the facts, he just tells it how it is, or rather how he sees it. And that it is coming from a battle scarred accountant who has made lost and made a lot of money from his own decisions makes it all the more realistic.
I have learnt so much more about accounting, reporting, company statements and standard practice from reading his reports than I ever have from reading bulletin boards.
Thankyou Paul !
Insightful, incisive, and honest. Thank you Paul.
Please add me to the list, happy to vote for Paul,
an appropriate time to say thanks to Paul for his expertise and ideas over the many years since I "met" him on the fool
G
Congratulations on a well deserved nomination .
Its a times like these that followers of Paul get a chance to express our appreciation and gratitude for all his insight and analysis. ( And early rises !!! ) . Small caps are often a minefield for the under resourced private investor . Paul ensures accurate , honest, informed comment is available to those who haven't been financial professionals .
Add my name to your list of grateful readers .
Only here a short while but already look forward to Paul's pre-8am comments. Easy reading, to the point and interesting. What more could I ask for. My vote goes to Paul.
Please add my vote for Paul. He gives sensible, insightful and level headed analysis - particularly bearing in mind the time of day. One of the most important aspects for me is that he could never be accused of trying to hide any "failures", such as the hedging with gold or selling too early, in fact he often highlights them free of charge.
Paul definitely gets my vote too - I thoroughly enjoy reading his analysis
Paul has a deep understanding of value investing and a real appreciation of the accounting issues which are so important to understand given the myriad of profit measures offered up by management to flatter performance, excessive and sometimes hidden pension liabilities which can eat up future cash flows and destroy value and aggressive revenue recognition tricks.
His recent analysis on Globo was simply outstanding, http://www.stockopedia.com/content/small-cap-report-8-apr-ind-gbo-vlk-mec-sncl-fdl-ghh-eck-ssy-72300/ and his ethical concerns about Cupid proved to be spot on.
Simon Thompson is good but he is all about the journey. Paul's analysis is at a different level. He helps you get to the right destination.
Please add my comments.
Add my vote as well! I like reading his reports as he has a forensic approach to the accounts which definitely adds value for me.
You can add my vote to the ever increasing chorus of those putting the proverbial tick next to Paul Scott. Follow the early morning blog with interest, especially when there's commentary on Indigo or Trinity M.
Checking to see if Paul has uploaded his pre-8am comments now takes priority over that all important first cup of coffee for me. I can't think of a higher accolade than that so please add my name to the hat.
SB
No one would say that Simon Thompson doesn't deserve a gong and he is having a cracking year.
However Paul Scott is doing something genuinely new: a daily, free morning report on smallcaps with an accountant's eye and the red-flag sense that can only be gained from the scars of a real-money investing.
It's become an absolute must-read for me.
Most insightful small cap write ups by far in my opinion. Paul's skill at interpreting results and highlighting red flags or even plus points that the average investor misses is second to none. He has brought numerous points to my attention that I've missed when reading reports. Also, his humble approach and honesty in accepting his flaws as an investor/analyst is truly refreshing. Certainly gets my vote.
JDO
I can only echo the other votes of confidence. Do add my name to the aggregated list.
Steve
My view on this announcement is that it is thoroughly deserved! I think Paul Scott is an outstanding analyst even if we do not always confer. It really is quite remarkable how he delivers such accurate and informative reports each morning on company information that has just been released!! Gets my vote.
That Paul is a top bloke shouldn't be a factor in measuring his ability as an analyst, which is high anyway, but certainly motivates me to add to the voting in his favour.
Well done PP!
Ed.
This is a tough one. There are only two people I rate very highly and that is Paul and Simon T. If I had to choose I would go for Paul because he is open honest and transparent in his analysis (that is not to say that Simon isn't!). I am happy for you to aggregate my vote in favour of Paul.
Regards, Ram
Well at least they got the shortlist right Ram !
Hi Ed,
Certainly add my vote for Paul. Really enjoy reading and learning from his daily comments. It is so unusual to find someone that one can trust and has no hidden agenda. I have followed Paul ever since his early campaigning days of cash rich Companies.
If the is an award for best site can I vote for Stockopedia - you are doing a great job.- keep it up.
regards
John