• Episode 18 (4 May 2024) - UK Small/Mid Caps with Paul Scott

  • 2024/05/04
  • 再生時間： 1 時間 5 分
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Episode 18 (4 May 2024) - UK Small/Mid Caps with Paul Scott

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  • I've been bullish for small caps since autumn 2023, and it's looking increasingly that I was right. Takeover activity (esp from US private equity) is almost daily proof that UK mid caps especially are often too cheap. Graham & I have seen c.20% gains in our top ideas lists in just 4 months. This is an exciting time to be buying cheap, carefully selected UK stocks I think, ignore the doomsters, they're way behind the curve!

    As always, we fling lots of ideas at you to look at, essentially doing your own more detailed research from our quick reviews. We're never recommending, just providing some ideas for research.


    Hosted on Acast. See acast.com/privacy for more information.
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あらすじ・解説

I've been bullish for small caps since autumn 2023, and it's looking increasingly that I was right. Takeover activity (esp from US private equity) is almost daily proof that UK mid caps especially are often too cheap. Graham & I have seen c.20% gains in our top ideas lists in just 4 months. This is an exciting time to be buying cheap, carefully selected UK stocks I think, ignore the doomsters, they're way behind the curve!

As always, we fling lots of ideas at you to look at, essentially doing your own more detailed research from our quick reviews. We're never recommending, just providing some ideas for research.


Hosted on Acast. See acast.com/privacy for more information.
政治・政府 経済学
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