active investing

Latest news and analysis on active investing

3 EduTech Focused Microcaps

RCL
Mark Tobin
Coffee Microcaps

Microcap Fund Review FY18

FY18 was a strong year for both microcap and small caps indexes. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation...
WMI
Mark Tobin
Coffee Microcaps

3 ways you can beat the fundies

Lawrence Lam
Lumenary Investment Management

3 Microcaps Stock to Watch

+3
Mark Tobin
Coffee Microcaps

Four more microcap stocks to watch

+2
Mark Tobin
Coffee Microcaps

Book Number 1 - The Education of a Value Investor by Guy Spier

Lachlan Hughes
Swell Asset Management

Book Number 2 - Seeking Wisdom from Darwin to Munger by Peter Bevelin

Lachlan Hughes
Swell Asset Management

Energy Action A Microcap Stock Redeemed?

Mark Tobin
Coffee Microcaps

Book Number 3 - Margin of Safety by Seth Klarman (Revised May 18)

Lachlan Hughes
Swell Asset Management

Book Number 4 – The Most Important Thing by Howard Marks (Revised May 18)

Howard Marks is the Chairman and Founder of Oaktree Capital Management, an investment firm managing over $120B. This is not a how to invest book and you will not find...
Lachlan Hughes
Swell Asset Management

Book Number 5 - Only The Paranoid Survive by Andrew S. Grove (Revised May 18)

Long before the term disruption was popularised by Silicon Valley, high quality business managers have been alert to the existence of change. In fact, Joseph A....
Lachlan Hughes
Swell Asset Management

Book Number 6 – The Little Book of Value Investing by Christopher Browne (Revised May 18)

Lachlan Hughes
Swell Asset Management

Book Number 7 – The Great Crash 1929 by John K. Galbraith (Revised May 18)

Lachlan Hughes
Swell Asset Management

Book Number 8 – Common Stocks & Uncommon Profits by Philip A. Fisher (Revised May 18)

Lachlan Hughes
Swell Asset Management

Book Number 9 – The Art of Short Selling by Kathryn Staley (Revised May 18)

Lachlan Hughes
Swell Asset Management
Investment Theme

Book Number 10 - You Can Be a Stock Market Genius by Joel Greenblatt of Gotham Capital (Revised May 18) 

Over the next ten days, I will review and post my top 10 investing books of all time - starting with number 10. I hope you enjoy the reviews and they provide you with...
Lachlan Hughes
Swell Asset Management

Microcap Managers continue to outperform ETF’s

We are on the home stretch of FY18 and microcap and small caps indexes have continued to demonstrate strength. Once again, microcaps significantly outperformed large...
Mark Tobin
Coffee Microcaps

IIR March 18 Microcap Monthly Newsletter

Veris Limited (VRS: ASX announced another acquisition in its continuing strategy to rollup firms in the surveying and urban/regional planning business. Veris decided...
CAN
+8
Mark Tobin
Coffee Microcaps

Does Kip McGrath Education Get an A

Mark Tobin
Coffee Microcaps

Consolidated Operations Group are the cogs starting to turn?

AUB
+1
Mark Tobin
Coffee Microcaps
81-100 of 125