Description

This video can be seen at: https://www.piworld.co.uk/2020/12/19/piworld-2020-round-up-paul-scott/

 

Paul’s achieved outstanding returns for the year, where he used hedging. Interesting flatter where he has no hedges. He highlights some great learnings both about using hedges, and separately that cheap companies can get a lot cheaper! For 2021, he is very bullish about BooHoo. Delivered in Paul’s usual charming and relaxed style. Enjoy!

Paul’s year and return ytd – 00:40

Winners for the year – 04:50

What didn’t go so well, and what did you learn from that? – 07:40

Paul’s 2021 stock pick: BooHoo (B00) – 10:50

 

About Paul Scott.

Paul has been a professional small caps investor for nearly 20 years. Previously he was CFO of a ladieswear retailer with 150 shops in the UK & Europe. He has written the well-known “Small Cap Value Report” on Stockopedia since 2013. Paul’s focus on balance sheet strength has proven particularly relevant now. He shares his successes and sometimes failings with his readers very openly.