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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 · 8388 reads · 142 votes
Stock Picks by Paul Scott 31st Mar '23 · 79 comments · 8388 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 · 8518 reads · 141 votes
Stock Picks by Paul Scott 9th Nov '23 · 129 comments · 8518 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…"
Value Investing in Europe: At an inflexion point?
Value Investing by Keelan Cooper 19th Sep '24 · 8 comments · 1429 reads · 55 votes
Value Investing by Keelan Cooper 19th Sep '24 · 8 comments · 1429 reads · 55 votes
"It has been a tough time for value investors since the turn of the millennium. In many global markets, value has been the worst-performing factor, as quality, momentum, and growth traits have driven w…"
Daily Stock Market Report (Fri 21 Feb 2025) - CWR, VID, LIT
Stock Picks by Graham Neary 21st Feb · 50 comments · 4344 reads · 105 votes
Stock Picks by Graham Neary 21st Feb · 50 comments · 4344 reads · 105 votes
"Good morning and Happy Friday! The Agenda is very short today.
My colleague Alex has published a new research piece on the value of broker price targets and whether or not they are worth following: he…"
Daily Stock Market Report (Thu 22 May 2025) - VEL, BKS, WRKS, BMY, JMAT, IPX, SQZ, RBN, IDOX, WATR, THS, QQ., ZTF
Stock Picks by Roland Head 22nd May · 34 comments · 8080 reads · 122 votes
Stock Picks by Roland Head 22nd May · 34 comments · 8080 reads · 122 votes
"Good morning! It's another busy day, with 37 companies on the agenda.
The agenda is now complete.
Today's report is now complete (2.30pm) - see you tomorrow!
Companies Reporting
Name (Mkt Cap)RNSSumm…"
