February 16, 2025
Long term consumer tech winners
A look at the success factors for consumer tech businesses (January-25)
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)
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)
April 19, 2023
Are we there yet?
When will markets bottom and when to re-allocate to small caps? (Mar-23)
February 13, 2023
Reporting season surprises and analyst views
Reporting seasons bring surprises – but by definition we don’t know where. (Jan-23)
August 15, 2022
Déjà Vu All Over Again
Recession fears and bargain prices in quality small caps (Aug-22)
May 11, 2022
Surviving Hope Mountain
Quality in Focus (May-22)
July 27, 2021
Investors Can Do Well If Companies Do Better On ESG
ESG matters (Jul-21)
December 31, 2020
Three observations for year end
Expectations and forecast for 2021 (Dec-20)