iiinova — where your digital self keeps evolving

Reposted by Paul Scott

Jesse Felder @jessefelder.com · 14/07/2026

‘Far from being a sign of a healthy broadening away from the AI giants after their big gains, strong small-cap performance has been driven by soaring lossmaking companies offering the hope of future profits, in another sign of investor exuberance and stock market froth.’ www.ft.com/content/05ab...

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Paul Scott @paulypilot.bsky.social · 02/04/2026

Restore (RST) [I hold] has to be the best business model ever. Clients pay them recurring revenues for typically 15 years, to do literally nothing!! Just storing boxes with papers in them. It's not economic to digitise them, and clients can't dispose of the papers as they could be important.

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Paul Scott @paulypilot.bsky.social · 02/04/2026

Finally getting over my man flu, and heading into London to meet up with one of my substack subscribers, David, who posts excellent, well-informed comments on shares. I really enjoy the social aspect of investing, met some great people over the years who have become good friends.

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Paul Scott @paulypilot.bsky.social · 01/04/2026

Listening to Starmer's speech re Iran War. As usual with Labour, it just turns into a party political broadcast.

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Paul Scott @paulypilot.bsky.social · 01/04/2026

I'm fuming over the deceptive TU from Topps Tiles (TPT) this morning. Rather waffly, but sounded in line. Then bang! Edison drops forecast profit by 20%. So it's a profit warning. Delivered by the back door. This should be illegal. I now don't trust the new CEO. Livid, as I bought more earlier.

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Paul Scott @paulypilot.bsky.social · 31/03/2026

Good news on BRCK bid approach at 59% premium, it's stupidly cheap (I hold, so would say that). Closed most of my shorts (hedges) this morning, and recycled the margin into Barratt Redrow, one of my top 40 "bonkers bargains" share ideas list.

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Paul Scott @paulypilot.bsky.social · 28/03/2026

Just had a look through S4 Capital's (SFOR) results. As usual, dripping with large adjustments. Plenty of cash... for now, but what happens when its bonds need repaying in 2028? There's not enough cash to cover it. Little cash generation - most is a one-off, from lower Receivables. Looks weak to me

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Paul Scott @paulypilot.bsky.social · 27/03/2026

Testing to see if I can post video clips here. This is my favourite scene from IT Crowd, where Jen lied about being a fluent Italian speaker (because she was angry about not getting enough attention), and improvises ... ! youtu.be/PRskvLyCoU0?...

youtu.be

italian interpreter?

YouTube video by Kam Ta

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Paul Scott @paulypilot.bsky.social · 27/03/2026

CockneyRebel's weekly review has just come through, essential reading for me every Friday, highly recommended if you don't already follow him. cockneyrebel.substack.com/p/the-weeken...

cockneyrebel.substack.com

The Weekend Rebel Review, March 28th, 2026

This is just some thoughts, it isn’t investment advice or incitement to buy in any way, just my views - please do your own thorough research.

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Paul Scott @paulypilot.bsky.social · 27/03/2026

This annoying phrase "net net" that I keep hearing financial people use, seems to mean "net" in most cases. Or it can mean anything they like, people seem to use it in lots of different circumstances. Surely terms used should add clarity, not fog?! I'll be glad when it goes out of fashion again.

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Paul Scott @paulypilot.bsky.social · 27/03/2026

Here's today's Small/Mid Cap Value Report, obviously very quiet on Fridays (hence free). I included my notes from TinyBuild (ahead exp results 19/3/2026, I hold), which took a while to write up. paulypilot.substack.com/p/fri-27-mar...

paulypilot.substack.com

Fri 27 Mar 2026 - Paul Scott's Small/Mid Cap Value Report

4 experienced investor/analysts, writing & podcasting independent/unbiased & prolific reviews of UK small & mid cap shares. Fallible personal opinions only, never advice or recommendations.

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Reposted by Paul Scott

Olaf Falafel @ofalafel.bsky.social · 26/03/2026

Surely I’m not the only one who thinks this whenever they see a map of The Strait Of Hormuz on the news?

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Paul Scott @paulypilot.bsky.social · 26/03/2026

Prompted by a subscriber to my substack (paulypilot.substack.com ) - I've dug up my Bluesky account, and will have a fresh look. Is it a useful place to discuss UK shares & macro? Trying to avoid the sinking sands of political rants!!

paulypilot.substack.com

Small/Mid Caps with Paul Scott | Substack

4 experienced investor/analysts, writing & podcasting independent/unbiased & prolific reviews of UK small & mid cap shares. Fallible personal opinions only, never advice or recommendations. Click to r...

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Paul Scott @paulypilot.bsky.social · 28/01/2025

Hi, Paul Scott here. Trying out bsky, it looks very much like Twitter, but without a nazi-saluting crazy man in charge! Avalanche of RNSs today. I've done all the premium section ones, now to finish off the free section in today's SCVR - paulypilot.substack.com

paulypilot.substack.com

Small/Mid Caps with Paul Scott | Substack

Experienced investor/analyst writing & podcasting independent/unbiased & prolific reviews of UK small & mid cap shares. Fallible personal opinions only, never advice or recommendations. Click to read ...

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