November 13, 2024
Why lending is a scale business
We explore small-cap lending business models and the reasons we consider them to be less reliable businesses. (October-24)
September 13, 2024
Reporting Season August 2024
August reporting season 2024: demographic impacts coming to the fore? (August-24)
September 9, 2024
Fugitive Emissions
ESG Observations and FY2024 Proxy Voting Report (September-24)
August 9, 2024
What the Apple iPhone tells us about small cap funds
How the first iPhone and small cap investing are related. (July-24)
July 18, 2024
Forecasting errors in exponential technologies
A look back in time to see potential forecasting errors in the current AI craze. (June-24)
June 17, 2024
The Brutality of Smallcap Consumer Retail
A look at the Retail sector in Australian small caps. (May-24)
May 14, 2024
Not all growth is equal
A look at how not all growth is equal between different business models.(April-24)
March 14, 2024
1H F2024 reporting season
A review some of our key observations from reporting season (Feb-24)
February 13, 2024
The first five years at longwave
On our fifth anniversary, we look back at what we set out to achieve for investors (Jan-24)
December 13, 2023
Longwave christmas gift 2023
The family tradition we are building on and will bring you each Christmas (Nov-23)