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(Watch the video interview HERE)



In this interview, 1st class investor Paul Scott of Stockopedia takes Vox Markets through:



00:00 His outlook for smallcaps, M&A, benefits of Stockopedia community & key learnings from 2023.

16:50 Plexus & portfolio position sizing

31:35 MS International

33:50 Spectra Systems

37:30 Equals

41:30 Record, Argentex & Cornerstone FS

45:50 General health of UK consumer & Cake Box

51:50 XP Factory & Revolution Bars

54:50 Supreme

61:35 Gresham Technologies

64:55 Building products industry, Epwin & importance of ‘cashflow / interest’ cover for indebted firms

73:35 Kier & adjusting for pension schemes

79:20 Renold

82:10 Zotefoams & top slicing winners

88:30 Fonix Mobile & general areas to avoid in 2024