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)