Andrew Mitchell: "Get the earnings right and everything will look after itself"
Early starts, ground-level meetings, and Peter Lynch are the secrets to this small-cap investor's approach.
The ASX niche leaders learning from Germany’s ‘Hidden Champions’
German industry has stood tall for decades. We take a closer look at what investors can learn from the powerhouse of the European economy.
Why value is the secret sauce for small cap investing
Small caps might typically be a high growth, volatile market, but incorporating a value style could be a game-changer.
8 ASX small and micro-cap Industrial stocks on the move
Australian small- and micro-cap Industrials continued to see significant news, as improved earnings, contracts, and global expansion continued to be the key themes for...
Why small-cap stocks may have a big runway over the next 12 months
Wilson Asset Management's best and brightest take investors' questions on what financial markets will look like in a year's time.
ASX small and micro-cap industrials: takeover offers galore
Independent Investment Research's Parth Pala explores 11 small and micro-cap industrials that were on the move and why in March.
An Aussie small cap with plenty of upside
A stock that was trading at a discount to its earnings and valuation where we can see earnings growth over the forward period
My best and worst pick from reporting season so far
In this video I spoke with Scott Phillips to share an update on small caps reporting this results season. There’s been more beats from an earnings point of view than...
What are we seeing from reporting season in small caps so far?
In this video I joined Scott Phillips to provide an update on what we have seen from reporting season so far. It is early in the number of companies who have reported,...
Why IMDEX’s proposed acquisition of Devico is a great strategic fit
Imdex (ASX: IMD) reported a strong set of 1H23 results, well ahead of consensus with revenue up 18.5 per cent from 1H22 and EBITDA up 21.9 per cent from 1H22. Despite...
UBS’ top nine ASX small caps for February reporting season
There are more than 2,000 small and micro-cap companies listed on the ASX. But only nine have UBS' attention this February.
Only one of your small caps was in the black in 2022... And then the CEO sold his shares
Your small cap reader picks haven't escaped the market carnage of 2022. Not even the resources bull run could stem the bleed.
Two attractive cyclical stocks with asset-backed upside
Earlier this month we attended investor days for two stocks in completely different industries. They both operate in cyclical industries that are leveraged to the...
Opportunities emerging in small caps and four stocks we like
There is an old saying on Wall Street that bad certainty is better than uncertainty. In 2022, global asset markets have been faced with fears surrounding the length of...
The fundies who survived launching late last year - and five of the top small caps they are backing
Imagine you have served your apprenticeship and you’re ready to go out on your own. You're ready to start your own fund with a partner who shares your vision. You’ve...
The small cap stairway to heaven
When Robert Plant sat down to write the legendary rock song Stairway to Heaven 50 odd years ago, we’re pretty sure he didn’t have investing in mind. But it’s a...
UBS' top reporting season small cap picks
Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...
Judo Capital – ready to put the majors on the mat
Small and medium-sized enterprises (SMEs) are an integral part of the Australian economy, responsible for 40% of private sector employment, and 35% of sales and...
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