Insights - Longwave

We explore small-cap lending business models and the reasons we consider them to be less reliable businesses. (October-24)

What history suggests when banks are overvalued (September-24)

August reporting season 2024: demographic impacts coming to the fore? (August-24)

ESG Observations and FY2024 Proxy Voting Report (September-24)

How the first iPhone and small cap investing are related. (July-24)

A look back in time to see potential forecasting errors in the current AI craze. (June-24)

A look at the Retail sector in Australian small caps. (May-24)

A look at how not all growth is equal between different business models.(April-24)

ESG Observations and 1H2024 Proxy Voting Report (May-24)

Anatomy of a small cap drawdown and observations pointing to a recovery. (Mar-24)

A review some of our key observations from reporting season (Feb-24)

On our fifth anniversary, we look back at what we set out to achieve for investors (Jan-24)

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