October 13, 2025
Markets Fewer Investors are Watching
The impacts of pro-growth policy on the NZ economy (Sep-25)
September 9, 2025
Active Large Cap Managers Face Small Cap Levels of Volatility
Insights into the latest reporting season (Aug-25)
August 12, 2025
IPO windows and the IPO berg
The IPO cycle and just how many of them are investable? (Jul-25)
July 17, 2025
Lessons from Private Equity investing for public markets
How publicly listed companies can borrow from private equity playbooks. (Jun-25)
May 13, 2025
The Discipline and dangers of systematic investing
We explore the link between Homer’s Sirens and systematic investing (April-25)
February 16, 2025
Long term consumer tech winners
A look at the success factors for consumer tech businesses (January-25)
January 13, 2025
Three Non-Consensus Ideas for 2025
We offer 3 long term thoughts to kick start the new year (December-24)
December 13, 2024
Longwave Christmas Gift 2024
Important lessons as we close the year and a Christmas stock for 2024 (November-24)
October 17, 2024
Small caps are the opposite of banks
What history suggests when banks are overvalued (September-24)
April 14, 2024
Things you see in a recovery
Anatomy of a small cap drawdown and observations pointing to a recovery. (Mar-24)