Name: Plexus & portfolio position sizing
Uploaded: 2023-12-05T15:41:34.313867+00:00
Duration: 5611 s
Channel: Vox Markets
Description: Plexus & portfolio position sizing

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/766/006766/video_psWLm6D.mp4#t=1010

Vox Markets

Plexus & portfolio position sizing

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

MS International (MSI)

Spectra Systems (SPSY)

Equals (EQLS)

Record (REC), Argentex (AGFX) & Cornerstone FS (CFCS)

General health of UK consumer & Cake Box

XP Factory (XPF) & Revolution Bars (RGB)

Supreme (SUP)

Gresham Technologies (GHT)

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

Kier & adjusting for pension schemes

Renold (RNO)

Zotefoams (ZTF) & top slicing winners

Fonix Mobile (FNX) & general areas to avoid in 2024

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

In this interview, 1st class investor Paul Scott of Stockopedia takes Vox Markets through:00:00 His outlook for smallcaps, M&amp;A, benefits of Stockopedia community &amp; key learnings from 2023. 16:50 Plexus &amp; portfolio position sizing 31:35 MS International 33:50 Spectra Systems 37:30 Equals 41:30 Record, Argentex &amp; Cornerstone FS 45:50 General health of UK consumer &amp; Cake Box 51:50 XP Factory &amp; Revolution Bars 54:50 Supreme 61:35 Gresham Technologies 64:55 Building products industry, Epwin &amp; importance of ‘cashflow / interest’ cover for indebted firms 73:35 Kier &amp; adjusting for pension schemes 79:20 Renold 82:10 Zotefoams &amp; top slicing winners 88:30 Fonix Mobile &amp; general areas to avoid in 2024

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/766/006766/video_psWLm6D.mp4