December 13, 2024
Longwave Christmas Gift 2024
Important lessons as we close the year and a Christmas stock for 2024 (November-24)
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)
October 17, 2024
Small caps are the opposite of banks
What history suggests when banks are overvalued (September-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)
May 8, 2024
Safeguarding the Future
ESG Observations and 1H2024 Proxy Voting Report (May-24)