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Small Cap Value Report (Mon 14 Mar 2022) - MORE, CBOX, FNX
LON:CBOX by Paul Scott 14th Mar '22 · 77 comments · 10004 reads · 156 votes
LON:CBOX by Paul Scott 14th Mar '22 · 77 comments · 10004 reads · 156 votes
"Good morning, it's just Paul here today, as Jack's taking some well deserved time off!
Agenda -
Paul's Section:
Hostmore (LON:MORE) (I hold) - my review of the in line figures. Everything looks fine…"
How to avoid value traps
Value Investing by Mark Simpson 22nd Dec '22 · 8 comments · 6535 reads · 84 votes
Value Investing by Mark Simpson 22nd Dec '22 · 8 comments · 6535 reads · 84 votes
"In my last article, I described how value investors tend to be fairly agnostic to market conditions. Instead of spending a lot of time predicting inflation, interest rates, or when the market will bot…"
Small Cap Value Report (Weds 4 Jan 2023) - HEIQ, CNC
Stock Picks by Paul Scott 4th Jan '23 · 47 comments · 6961 reads · 154 votes
Stock Picks by Paul Scott 4th Jan '23 · 47 comments · 6961 reads · 154 votes
"Good morning from Paul (hardly any news, so Graham's doing other stuff today). There's hardly any news today, so this report is now finished.
We're braced for a very busy month, with lots of 2022 trad…"
Small Cap Value Report (Fri 31 Mar 2023) - TGP, TPX, NCC, SWG, EMIS, ECSC, JHD
Stock Picks by Paul Scott 31st Mar '23 · 79 comments · 8383 reads · 142 votes
Stock Picks by Paul Scott 31st Mar '23 · 79 comments · 8383 reads · 142 votes
"Good morning from Paul!
Today's report is now finished.
A busy week, with 2 CEO interviews published this Weds & Thurs - a reminder of the links here -
Interview with Dorian Gonsalves, CEO of Belv…"
Small Cap Value Report (Fri 7 July 2023) - PODP, WAND, GLE, HTG
Stock Picks by Paul Scott 7th Jul '23 · 55 comments · 6388 reads · 131 votes
Stock Picks by Paul Scott 7th Jul '23 · 55 comments · 6388 reads · 131 votes
"Good morning from Paul!
I'm going to start with a few quick comments, then move on to reviewing a big mover from yesterday, Hunting (LON:HTG) which we flagged here in Dec 2022, as a potentially intere…"
Small Cap Value Report (Thu 9 Nov 2023) - SFOR, ACT, VID, ADF, ZOO, AGFX, WRKS, PCIP
Stock Picks by Paul Scott 9th Nov '23 · 129 comments · 8516 reads · 141 votes
Stock Picks by Paul Scott 9th Nov '23 · 129 comments · 8516 reads · 141 votes
"Good morning, it's Paul & Graham here!
Right, we're all done for today. I'm off to 'spoons for some fish & chips, as I enjoyed it so much on yesterday's mystery shop.
Explanatory notes -
A qu…"
