In this insight & entertaining interview, top notch small/microcap investor Paul Scott of Stockopedia takes me through his latest thoughts on:

Outlook for equities. Start

#Seraphine. 05:30

Portfolio positioning. 06:40

Stock diversification vs concentration. 10:05

Saga plc.. 11:30

mjgleeson plc & house building sector. 12:45

Watkin Jones Group. 17:30

Brickability Group PLC. 20:45

Foxtons. 23:10

Belvoir Group. 24:35

WANdisco. 27:35

Investor benefits of using #chatgpt . 32:55

Equals Money. 35:05

#bestofthebest . 40:00

XP Factory. 44:45

Revolution Bars Group PLC. 47:30

hVIVO . 50:30

Renold PLC 55:35

Risk management. 58:00

Disclosure: I own shares in Equals

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