The Exchange with Paul Scott

In this masterclass of investing, accomplished UK smallcap investor Paul Scott of Stockopedia walks me through his view of the markets and latest thoughts on 24 companies, including:

00:00 His approach to investing, equity outlook & IHT tax relief for AIM
08:10 Favourite stock & Plexus
11:50 Equals
14:15 Beeks Financial Cloud
18:15 Gulf Marine Services
23:40 Card factory
26:35 Intercede
29:30 Spectra Systems
33:25 JD Wetherspoon
35:30 Wynnstay
39:50 Onthebeach
43:00 Hollywood Bowl
44:00 Somero Enterprises
47:05 SAGA
50:45 Funding Circle
57:05 OneSavingsBank
1:0:1:30 Volex
1:04:20 Spread-betting risk management
1:08:10 Kitwave
1:09:40 Musicmagpie
1:12:50 Mpac
1:15:35 Journeo
1:19:00 UK fund redemptions
1:20:30 Gaming Realms
1:24:30 ME Group
1:27:05 James Halstead
1:30:30 Renold
1:32:30 Paul’s top 20 list for 2025

#POS #EQLS #BKS #GMS #CARD #IGP #SPSY #JDW #WYNN #OTB #SAGA #VLX #BOWL #SOM #FCH #OSB #KITW #MMAG #MPAC #JNEO #GMR #MEGP #JHD #RNO

[Nathaniel_Gray]

Awesome vid, Paul! Ever heard of Actinogen Medical? They’re doing some cool stuff with Alzheimer's treatments. Would love to see you talk about them in one of your upcoming episodes