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Small Cap Value Report (Fri 17 June 2022) - Macro, BOO, HFD, ASC
Stock Picks by Paul Scott 17th Jun '22 · 132 comments · 10863 reads · 237 votes
"Good morning, it's just Paul here today. It's usually quiet for news on Fridays, so I'm planning on looking back at the carnage in the retailing sector yesterday.  Today's report is now finished. Lots…"
Small Cap Value Report (Weds 20 July 2022) - VCP, NXR, FIF, PAY, COST, PDG, HSM, NET
Stock Picks by Paul Scott 20th Jul '22 · 63 comments · 8074 reads · 123 votes
"Good morning! Paul & Graham are here with you today. Today's report is now finished. This is turning out to be a busy time, what with all the half year updates being issued. Busy, and confusing to…"
Small Cap Value Report (Weds 14 June 2023) - RWA, SPSY, MOTR, CGS, MRK, SAA, SFR, FDEV
Stock Picks by Paul Scott 14th Jun '23 · 88 comments · 8948 reads · 143 votes
"Good morning from Paul & Roland! Today's report is now finished. Terrific reader comments today, thank you! Keep them coming, we need more discussion!! Explanatory notes - A quick reminder that w…"
Small Cap Value Report (Tue 25 July 2023) - QUIZ, TSTL, RCH, WIX, STEM, PIER, FA., YU., ECEL, TYMN
Stock Picks by Paul Scott 25th Jul '23 · 80 comments · 8414 reads · 146 votes
"Good morning from Paul & Graham. Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates & results of the day and offer our opinions on them…"
The Absolute Return Letter - November 2009: Time to cut taxes?
Market Outlook by Niels Jensen 25th Nov '09 · 0 comments · 1740 reads · 13 votes
"  “The only thing worse than rescuing the system would have been not to do so.” - Martin Wolf Welcome to the third letter in our four letter series about major trends defining the future of the world…"
The Absolute Return Letter - Oct 2009: A Country for Old Men and a Bit of Samba
emerging economies by Niels Jensen 26th Oct '09 · 0 comments · 1144 reads · 10 votes
"The Man Card “Excuse me Sir, can I see your Man Card?” The stone-faced look of the security guard at Dallas Fort Worth Airport gave nothing away and, after two days of celebrating John Mauldin’s 6…"
 
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