In this interview, top notch small/microcap investor Paul Scott of Stockopedia takes Vox through his latest thoughts on 14 stocks.
00:00 Equity outlook
05:30 Seraphine (BUMP)
06:40 Portfolio positioning
10:05 Stock diversification vs concentration
11:30 SAGA (SAGA)
12:45 MJ Gleeson (GLE) & house building sector.
17:30 Watkin Jones (WJG)
20:45 Brickability (BRCK)
23:10 Foxtons (FOXT)
24:35 Belvoir (BLVR)
27:35 WANDisco (WAND)
32:55 Investor benefits of using ChatGPT
35:05 Equals (EQLS)
40:00 Best of the Best (BOTB)
44:45 XP Factory (XPF)
47:30 Revolution Bars (REVB)
50:30 hVIVO (HVO)
55:35 Renold (RNO)
58:00 Risk management


