
Small Caps Podcast with Paul Scott – Episode 6 for 2023
UK Small/Mid Caps Podcast with Paul Scott
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I'm Taking a Risk, I've Got a Portfolio, I Haven't Sold Any, I Just Carried on With It, It's the Wrong Price, Is It?
We've got to be careful not to get into a euphoric state of mind after several months of strong recoveries, we're all doing well. I'm rebuilding the non-gib part of my portfolio very, very well, and so far this year, the CIP is up tremendously because of that bid for seraphine. And then I recycled most of that money into BOTB, which has gone up, I think about 70%, and it's still cheap,. That's the thing, I mean BOTB was just a no-brainer when it was for quid, and that announcement came out - why I prioritized it on my stock of beauty report that day
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