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)
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)
July 19, 2023
The (poor) case for indexing small caps
A look at biases embedded in the S&P Index vs Active (SPIVA) survey (Jun-23)
June 14, 2023
The Small Cap company lifecycle sweet spot
Where the opportunities lie for investors (May-23)
May 15, 2023
Average is scarce in the stock selection process
Why finding a unicorn stock is so hard (Apr-23)
April 19, 2023
Are we there yet?
When will markets bottom and when to re-allocate to small caps? (Mar-23)
January 19, 2023
The Rise Of The Machines And A Triumph Of Process
How humans and machines can work together (Dec-22)