Mon 2:02pm


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! Here's Friday's placeholder.I'm going on strike today, so there won't be a SCVR from me. The reader comments have been too much this week. I can do without all that crap.Paul.

Good morning! I'm not going to waste my time responding to the tripe in yesterday's comments section (I can't anyway, as Ed has closed the thread). Incidentally, I suggested to the boss that Stockopedia restricts the thumbs down facility to paying subscribers only. He agreed, and that's been implemented now. So if readers want to demotivate the writers here with a thumbs down, then you…

Good evening/afternoon, and indeed morning, it's Paul here!  (that sounds like a 1970s TV programme introduction, I like it, let's use that again!) Tuesday was busy, as I had to interview management of Sosandar (LON:SOS) (which is my largest personal shareholding). As usual, questions were crowd-sourced from readers here - many thanks for lots of interesting questions, and sorry we didn't manage to cover all…

Good morning, it's Paul here. I finished off yesterday's report in the early evening, adding new sections on Avation (LON:AVAP) and Stride Gaming (LON:STR) . So if that interests you, here's the link. I will be busy this afternoon, planning & recording my telephone interview with management of  Sosandar (LON:SOS) (in which I hold a long position). That should be published by early evening today.…

Good morning, it's Paul here! It's a very quiet day for trading updates, and results. Graham and I had a natter about some stocks in my portfolio, just after the market closed on Friday evening. Here's that podcast, which is a potentially painful 1 hour long. We continued chatting about Brexit for another 1.5 hours after that, but you'll be relieved to hear that Graham…

Paul Scott's Latest Comments

Gromley,As an old subscriber, I can't believe you wrote this;The crux though (for me at least) is this - do I value the SCVR? - very much. Would  I pay for it as a stand-alone offering? Actually probably not (unless the fees were very low), simply because there are so many sources of alternative information and views.Well #### you then! I won't bother writing tomorrow's…

Hi Ben,Thanks for highlighting the work of ZANE in yesterday's report. I had never heard of it before but spent some time on their website looking at the excellent things that they do for the people of Zimbabwe.Are you going to be posting videos, photographs etc from your trip that we can follow? Yes, I'll be talking to investors more about ZANE when I get…

Hi ezlifeme;Re. Sosandar (LON:SOS)- Your page shows 2 out of 3 garments with sleeves!That's right. Most of Sosandar's dresses do have sleeves, that's a key point of difference for them. So I was perplexed when a couple of readers here commented that they didn't do enough dresses with sleeves! Bizarre.P.

Hi Pippasfan,Brilliant interview, if the directors believed as a shareholder you would go easy. No, excellent.Thanks for the positive feedback, much appreciated.The good thing about the crowd-sourced questions with my interviews, is that nobody can accuse me of asking soft questions, because I just ask whatever questions are submitted to me by you guys. That also enables me to ask difficult questions without ruining my…

Hi Andrew, Cash burn is not an issue at Sosandar (LON:SOS) - they have £4.6m cash (and no debt) at end 2018. That is plenty for them to reach trading breakeven. If it wasn't enough cash, I would be shouting that from the rooftops! As explained in the audiocast, the biggest cash spend is on marketing. Management can dial that up or down, to whatever…

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