23 episodes

Learning from those with experience in small companies, speculation, resources and markets.

Trawling for Ten Baggers Sam and Joel

    • Business
    • 4.9 • 35 Ratings

Learning from those with experience in small companies, speculation, resources and markets.

    023: More than just a West Perth broker - Shane Wee

    023: More than just a West Perth broker - Shane Wee

    In this episode we chat with Shane Wee from Alto Capital and discuss his background, experience in the finance industry and passions outside of work. 
    We talk about the importance of loyalty, mentorship and mental health as well as the regular ten bagger related topics and tips. 
    https://themagiccoat.com/
    https://www.amazon.com/Dont-Sweat-Small-Stuff-Its/dp/0786881852

    • 46 min
    022: Understanding the behaviour factors in finance with Ted Richards

    022: Understanding the behaviour factors in finance with Ted Richards

    This episode is a conversation we recorded with Ted Richards earlier in 2020.
    We discuss behaviour finance, the human factors and psychology that comes into financial decision making.  We talk about some of the common behavioural biases and reasons people make, or struggle to make good decisions.
    Ted works at Six Park, an automated investing platform that helps remove some of the human factors in investment decision making.
    The Richards Report Podcast
    https://www.sixpark.com.au/

    • 51 min
    021: Extracting alpha from illiquid microcaps with Ian Cassel

    021: Extracting alpha from illiquid microcaps with Ian Cassel

    In this episode we talk to Ian Cassel a prominent microcap investor, author and founder of MicroCapClub.com 
    We hear about how Ian found himself so passionate about microcaps and what he learnt throughout his journey.
    The discussion covers liquidity in microcaps, how to research and identify potential multibaggers and position sizes in a portfolio. 
     
    Links and books discussed:
    https://microcapclub.com/ 
    http://csinvesting.org/wp-content/uploads/2013/01/Liquidity-as-an-Investing-Style.pdf
    https://www.amazon.com.au/Intelligent-Fanatics-Project-Sustainable-Businesses-ebook/dp/B01HLCUA7M
    https://www.amazon.com.au/Sleuth-Investor-Uncover-Stocks-Before/dp/0071481850

    • 52 min
    020: A portfolio approach to small caps - David McNamee, Altor Capital

    020: A portfolio approach to small caps - David McNamee, Altor Capital

    David is a portfolio manager at Altor Capital and manages the Altor Alpha Fund.
    As at October 2020 the Alpha fund has returned over 240% since its inception in April 2019.
    In this discussion David shares his thoughts on the current market conditions, the way he approaches small companies and running a portfolio of different stocks through different market cycles.
     
      

    • 41 min
    019: Trading, bubbles and markets with Shaun Factor

    019: Trading, bubbles and markets with Shaun Factor

    We talk with Shaun Factor from 180 Markets.
    Shaun is an active trader in small caps on the ASX.
    We talk with Shaun about his background, early trading and experiences in the 2000's tech boom.  What he learnt along the way, how he trades now and that has changed.
     

    • 46 min
    018: Notice of Meeting - explaining resolutions and capital raisings.

    018: Notice of Meeting - explaining resolutions and capital raisings.

    On the way to a ten bagger is usually lots of paperwork. For both the company and shareholders. 
     
    In this episode we talk to Toby Hicks who works in corporate law at Steinepreis Paganin.  We discuss what all the paperwork you receive means and why it is sent.
     
    Toby explains what companies have to keep in mind when raising capital and why they might choose a certain method. He also details the different types of resolutions at AGM or EGMs, the importance of the details and what happens when steps are missed.
    For a written article covering the types of capital raises check out this great summary Toby published on LinkedIn. 

    • 36 min

Customer Reviews

4.9 out of 5
35 Ratings

35 Ratings

Locky Fraser ,

Very interesting

These guys have some really interesting guests and their content is quite unique. Always a great listen!

Shack132 ,

Deep Dives into Technical Areas of Investing

Just discovered this gem, and it’s exactly what I’ve been looking for. As a relatively new investor (and not so much a speculator - yet) I’ve found the episodes provide great detail on some areas of the market that I’ve found hard to decode (or which I wasn’t even aware of previously), and I’m sure I’ll be able to incorporate these learnings into my longer term investing strategy moving forward. Five stars!

Misssandre ,

Hugely informative

Easy listen packed with lots of information. The Alex Rovira interview was excellent , Alex’s knowledge and ease of unpacking the complexities of mining was incredible. Wow. Well done. Thank you.

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