Agenda -Paul's Section:Lengthy preamble about current market conditions, and how I see the outlook for small caps, and areas of concern. It's been a 25-bagger over 11 years, and still looks reasonably priced, considering earnings keep rising. Paul’s Market ViewWhen markets are turbulent, I tend to be deluged with messages, asking for reassurance about particular shares (e.g. BOO & SAGA - two of my largest positions, which have been poor performers of late), and what my market view is. Although it is easy to accidentally slip into overly confident language, so I’m sure there are plenty of examples of that to be found here in our archive too!

Source: The Guardian December 10, 2021 20:04 UTC