Paul Scott

Good morning, it's Paul here! The first couple of sections were posted last night. Today's news follows below. Brexit I've tried to avoid commenting on this, as it's polarised, and political. I've come round to the view that most people (including me) believe what they want to believe. Therefore it's completely pointless discussing these issues, now that most people have formed fixed positions, largely based…

Good evening/morning, it's Paul here. Graham and I are both short of time this Tuesday (I have to go to London for a meeting, and Graham is doing a CEO interview). Therefore we've decided to pool our efforts here, writing a couple of sections each. I'll be reporting on results from MySale (LON:MYSL) (in which I have a long position) and am meeting management this…

Good afternoon, Drat, I forgot to put up the placeholder last night, my apologies. I blame Emily Thornberry, who worked me up into a lather, with her bullying of Isabel Oakshott on Question Time. She's a nasty piece of work if you ask me. Anyway, it looks as if there's little for me to cover today. I'll be updating this article throughout the afternoon. Motorpoint…

Good morning! Please see the header above for the shares that have caught my eye this morning.CEO interview - Best Of The Best (LON:BOTB)In case you missed it yesterday, here is the link to my audio interview with William Hindmarch, CEO of BOTB (in which I have a long position).Sorry if this project rather curtailed yesterday's report. I've decided that it's too much to write…

Good morning! Did you see that TV programme about RBS last night? It was fascinating, and showed the extraordinary recklessness, hubris (and inadequate regulation) of the top brass at RBS leading up to the 2008 financial crisis. This reminds me of an excellent book on the financial crisis, written by the then Chancellor of the Exchequer, Alistair Darling, called "Back from the Brink". This is…

Hi purpleski,Thank you for your comment on G4M. If you have time would you be able to expand on what you think it is that you see that the Stockopedia algorithm doesn’t. This is in the context that Stockopedia gives the company a StockRank of 7 and classifies it as a sucker stock, which you patently are not.Sometimes the computers spot things that we don't.…

Hi Graham,(at the time of writing, I hold a long position in G4M) I appreciate your views on G4M, but I think you're missing the bull points, which are; Very rapid organic growthNiche sector, which is rapidly moving onlineAchieving scale is everything, as that will drive buying, and warehouse efficienciesVery large number of products (30k+, from memory) is an impediment to new entrants, and means…

G4M (in which I hold a long position) interim results today are strong on revenue growth, but poor on margins.However, the outlook statement is excellent (and bear in mind this is a straightforward company, whose updates tell it like it is);... As we continue to invest and focus on gaining market share, I am pleased to report that we have seen particularly strong revenue growth…

CAKE - what the hell is going on? How can a £20m cake hole open up? I don't like the sound of this. PP.

Section on MySale (LON:MYSL) now added to main report.The figures are pretty good. It's the sudden departure of the CFO that has probably spooked some people.P.