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