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)
December 13, 2023
Longwave christmas gift 2023
The family tradition we are building on and will bring you each Christmas (Nov-23)
November 27, 2023
Longwave ESG enhancements
ESG Observations and FY2023 Proxy Voting Report (November-23)
November 13, 2023
Long and variable lags coming home to roost
A look at the looming corporate debt cliff impacting Small-caps (Oct-23)
October 12, 2023
Buy Australian
The hidden opportunity for wealth creation that sits right under our nose (Sep-23)
September 19, 2023
The death of magical thinking
Valuations and the cost of capital are adjusting to the real world (Aug-23)
August 11, 2023
Quality is in the eye of the beholder
Why Quality is so difficult to pin down (Jul-23)