Season 2023 · Episode 46
Episode 46 - UK small caps news/views from Paul Scott
Paul and Graham reviewed 31 small caps in the Small Cap Value Reports 13-17 Nov)
UK Small/Mid Caps Podcast with Paul Scott · Paul Scott
November 18, 20231h 5m
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Show Notes
A notable week with 3 takeover bids just in one day! Bargains galore in the small caps space, evidenced by all the takeover bids. We've seen a strong rebound in the last 3 weeks, in both small and mid caps. Is this the (overdue!) start of a new bull market, or just another bear market bounce? No idea, we focus on company fundamentals, and we're seeing many smashing risk:reward situations as dislocated market liquidity throws numerous bargains at us, so Paul remains very enthusiastic (taking a medium term view). My picks for 2023 continue to strongly out-perform too. So it's not all doom & gloom at all!
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