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

Hi, it's Paul here with a shorter & earlier than usual report. NB. No reader requests today please, because I won't have time to do them - I have to attend a conference in London all afternoon & evening, so this will be a shorter & earlier report than usual.  However, please feel free to leave your own comments on results & trading updates from…

Good morning, it's Paul here. Conviviality (LON:CVR) Share price: Suspended (at 101p)No. shares: 183.3mMarket cap: £185.1m (at the time of writing, unfortunately I hold a long position in this share) Suspension of shares & further update There is more disastrous news today for shareholders in this distributor of mainly alcoholic drinks. I bought some yesterday, unfortunately, after being reassured by a broker note saying that…

Good morning, it's Paul here. I'm trying out a slightly different format today, because I installed some voice recognition software called Dragon, and am dictating this into a microphone. The reason being RSI all the way up my right arm, which should be alleviated by reduced use of keyboard & mouse. Satellite Solutions Worldwide (SAT), announces that it is part of a £2.1 million grant…

Hi, It's Paul here. Today I shall be covering results from; Countrywide (LON:CWD) - results - bank covenant worries - needs a fundraising.Conviviality (LON:CVR) - massive 59% drop in share price - overdone? Maybe, but Graham foresaw it! So a hat-tip to my co-writer here.Fulham Shore (LON:FUL) - mild profit warning - horrible sector. (the above list changed during the day, as profit warnings are…

Good morning, Paul here! Apologies for yesterday's report being late - it's now finished, and covers results from; A fairly detailed look at Luceco (LON:LUCE) and its latest profit warning. Is it a buying opportunity, or should we follow the excellent conclusion of Stockopedia's brilliant 2016 profit warning analysis, by selling first and asking questions later? Q3 results from Begbies Traynor (LON:BEG) - (I am…

Paul Scott's Latest Comments

Hi sbotting,I've only mentioned Bitcoin 3 times in these reports, which hardly qualifies as "report so extensively", does it?Bitcoin is one of the biggest speculative bubbles that the world has ever seen, and people often ask for my views on it. It's therefore very topical. I find it interesting to think about & discuss topical subject matter like that, and the bosses at Stockopedia like…

Hi clarea,I'm afraid not. As mentioned in the placeholder article, I can't do any reader requests today, because I have to travel into London for a conference, so time is short. Sorry about that.By all means post your own comments & views on any share of interest, explaining why you think it looks good/bad, and then readers can discuss in this comments area.Regards, Paul.

Hi Gromley,Absolutely, that's pretty much what I said in the placeholder article! Did you miss this bit?"Please feel free to leave your own comments on results & trading updates from companies that you find interesting, explaining why you think they look interesting. It's a team effort!"Best wishes, Paul.

Hi Tanglands, Thanks!  I've had so many disasters in my investing career, some absolutely horrific disasters, that the Conviviality (LON:CVR) situation is a walk in the park!  ;-) More seriously though, I do think it's important to train myself to just accept that every now and then, a profit warning will hit me. It's unavoidable in what we do, especially if you have 40-50 small…

Many thanks for the very helpful ideas about reducing my RSI.Sometimes the simplest ideas are the best – I've switched my mouse over from right-hand to left-hand. I think it's the mouse more than typing which is causing my RSI, so hopefully this should help.Thanks again, Paul.

Paul Scott's Top Awards 3312

Paul Scott Followers

Paul Scott has 1712 followers including:

and 1704 more.
Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis