Category: SCVR weekly podcast

Also a pep talk from Paul about feeling despondent in a bear market, which has been savage for small caps – AIM 100 down c.40% […]

As usual, Paul doesn’t pull any punches with criticism of poor results, especially from eCommerce giants Asos and THG – both look like possible zeroes, […]

As always, we’re just giving our personal opinions, not giving advice or recommendations. Our ethos is all about people doing their own research, and taking […]

Just my personal opinions, never advice. Overall I’m optimistic that the macro picture could be improving for companies, and that bombed out valuations for small […]

Given the tough macro backdrop, it’s perhaps surprising that most companies seem to be reporting al least in line results & current trading. Housebuilders are […]

Other macro themes consistently coming through from company outlook comments are that raw materials prices are now stabilising, and supply chains improving. So could we […]

As usual, just opinions, not recommendations. There’s one mystery share from Tuesday’s SCVR on Stockopedia.com This week’s “mystery share” (Paul most impressed from this week’s […]

Paul Scott’s usual stream of consciousness for the week’s news & views on macro and markets topics. In particular, I’m worried about highly geared companies, […]

Paul rattles through numerous small cap results & trading updates issued this week. Paul & Graham covered numerous company updates in this week’s Small Cap […]