EPISODE · Apr 7, 2021 · 58 MIN
9 factors to consider in small-caps Ft. Strawman's Andrew Page & Coffee MicroCap's Mark Tobin
from Australian Investors Podcast · host Rask
Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): Mark Tobin, former small company analyst founder of Coffee MicroCaps Andrew Page, small-cap investor and Founder of Strawman.com In this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on. Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps. With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match! Companies discussed in this podcast include: Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT). Interview recorded: Thursday April 1st, 2021. At the time of publishing, Owen owned shares of Pro Medicus & Xero. Say g’day to Owen, Mark & Andrew: Owen’s Twitter Mark’s Twitter Andrew’s Twitter Join Owen’s Rask Invest Coffee MicroCaps newsletter Strawman website FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): Mark Tobin, former small company analyst founder of Coffee MicroCaps Andrew Page, small-cap investor and Founder of Strawman.com In this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on. Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps. With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match! Companies discussed in this podcast include: Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT). Interview recorded: Thursday April 1st, 2021. At the time of publishing, Owen owned shares of Pro Medicus & Xero. Say g’day to Owen, Mark & Andrew: Owen’s Twitter Mark’s Twitter Andrew’s Twitter Join Owen’s Rask Invest Coffee MicroCaps newsletter Strawman website FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
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9 factors to consider in small-caps Ft. Strawman's Andrew Page & Coffee MicroCap's Mark Tobin
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