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)
May 8, 2024
Safeguarding the Future
ESG Observations and 1H2024 Proxy Voting Report (May-24)
April 14, 2024
Things you see in a recovery
Anatomy of a small cap drawdown and observations pointing to a recovery. (Mar-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)
January 11, 2024
Simple but not easy
A look back at our 2023 coverage of why and how small-caps generate long-term outperformance (Dec-23)