PODCAST · business
Trawling for Ten Baggers
by Sam and Joel
Learning from those with experience in small companies, speculation, resources and markets.
Episodes
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034: Staying curious in a changing macro environment
In this episode we talk with Mark Wallace, from Gold50. In an inverse to ep.33 we talk about why he left broking and corporate finance and why he wanted to run an exploration company. This is our first chat about the macroeconomic and commodity cycle and Mark talks about why he’s bullish hard...
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033: Back to basics
In this episode we talk with Matthew Baker, from Blue Ocean Equities about how markets have changed since the 1980s, but how similarly, some things still remain the same. He takes us through how he started out as a broker and how he then moved into corporate finance. Matthew explains the…
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032: Navigating the ASX | leveraging your listing
In this episode, we discuss small-cap companies' ASX listings with Andrew Whitten. We cover practical and compliance aspects, including the need for professional guidance in a highly regulated and technical environment. Our conversation explores the benefits of being a public company, coping with...
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031: Developing your own bags | finding a free carry with David Williams
In this episode we talk with David Williams, the founder of Kidder Williams about how he bought Tassal Group twice. He takes us through how he structured a deal to give himself a free carried upside. David also explains how investors, and more importantly CEOs should reflect on their own…
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030: Oils ain’t dead | considerations for petroleum exploration
In this episode we speak to Michael D'Adamo about why oil is still important for industry despite the move towards decarbonisation. He takes us through the company and technical considerations before a company explores for oil and gas. Michael also explains a lot of the terminology in the…
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029: Why does your investment need an existence | Unpacking IR
In this episode we speak to Glen Zurcher about why it is so important for listed companies to communicate their message effectively. We explain a wholistic approach to Investor Relations which includes creating an existence, continually educating the audience and where the message ends up. Most...
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028: Backing entrepreneurs in search of blue-sky opportunities
In this episode we chat with Andre Marschke from Scintilla Capital. Scintilla is a small and nano cap focused fund that invests on the ASX with an impressive performance record and several ten baggers over the years. We discuss what to look for in a small cap and the types of people that can...
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027: Update and a request
Just a short episode to update with what's happening on the show. To get in touch with us, pick whatever suits you best. [email protected], https://twitter.com/Trawlingfor10x https://www.linkedin.com/company/trawling-for-ten-baggers
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026: ESG and other considerations when assessing investments.
In this episode we speak to Emilie and Cluny about the different considerations that participants on both the buy and sell side take into account when looking into a company or investment. We dig into ESG, what it means, why it matters and the performance edge when using it as a criteria for...
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025: Fighting yourself. Emotions, mental health and the markets
This episode is all about you. Your emotions, your psychology and how important it is to manage your expectations, emotions and life - to make sure you have the best chance of succeeding in the market. We talk with Savilian about the importance of mental health and being on top of your game. He...
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024: Making sense of the market with Warwick Grigor
In this episode we are joined by Warwick Grigor from Far East Capital. This is the second time Warwick has joined us on the show and many things have changed since our first discussion. We talk about about the goings on in the small cap resources market in 2020 and the first half of 2021, the...
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023: More than just a West Perth broker - Shane Wee
In this episode we chat with Shane Wee from Alto Capital and discuss his background, experience in the finance industry and passions outside of work. We talk about the importance of loyalty, mentorship and mental health as well as the regular ten bagger related topics and tips....
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022: Understanding the behaviour factors in finance with Ted Richards
This episode is a conversation we recorded with Ted Richards earlier in 2020. We discuss behaviour finance, the human factors and psychology that comes into financial decision making. We talk about some of the common behavioural biases and reasons people make, or struggle to make good decisions....
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021: Extracting alpha from illiquid microcaps with Ian Cassel
In this episode we talk to Ian Cassel a prominent microcap investor, author and founder of MicroCapClub.com We hear about how Ian found himself so passionate about microcaps and what he learnt throughout his journey. The discussion covers liquidity in microcaps, how to research and identify...
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020: A portfolio approach to small caps - David McNamee, Altor Capital
David is a portfolio manager at Altor Capital and manages the Altor Alpha Fund. As at October 2020 the Alpha fund has returned over 240% since its inception in April 2019. In this discussion David shares his thoughts on the current market conditions, the way he approaches small companies and...
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019: Trading, bubbles and markets with Shaun Factor
We talk with Shaun Factor from 180 Markets. Shaun is an active trader in small caps on the ASX. We talk with Shaun about his background, early trading and experiences in the 2000's tech boom. What he learnt along the way, how he trades now and that has changed.
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018: Notice of Meeting - explaining resolutions and capital raisings.
On the way to a ten bagger is usually lots of paperwork. For both the company and shareholders. In this episode we talk to Toby Hicks who works in corporate law at Steinepreis Paganin. We discuss what all the paperwork you receive means and why it is sent. Toby explains what companies have to…
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017: Combining geology and finance to find opportunities with Alex Rovira
In this episode we speak with Alex Rovira who talks us through the process of trying to identify and develop economic mineral deposits. From pegging the ground, identifying who's running the company, surveying the ground, getting drilling happening, and what makes a deposit economic. We dig into...
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016: Working out whats cheap, before the market does - Harley Grosser, Capital H Management
In this episode we talk to Harley Grosser, founder of Capital H Management Harley is an active small and microcap investor, who started trading his personal account, then gained experience working at a small cap fund manager and subsequently launched his own fund. We talk about the things…
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015: Biotech bags. What to consider when investing in biotech and life science companies
We speak with David Blake from Bioshares about all things Biotech. Biotech shares are often volatile and valations can change very quickly. This episode explains the different types of life sciences companies, major milestones and catalysts. We also talk about what to consider when investing in...
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014: A short Covid-19 conversation
We talk in this short episode with David Blake from Bioshares about Covid-19 about how its diagnosed, potential treatments, vaccines and investment implications. This is something different to our usual contents and quite specific to the current market and events happening. This is just a short...
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013: What to look for in a small cap with Mark Tobin
In this episode we talk with Mark Tobin and discuss his experience analysing and investing in small cap stocks. He talks us through his background, personal investing approach and attributes he's observed in successful small caps that have grown much larger. We discuss what professional fund...
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012: Understanding your relationship with money and investing with conviction
In this episode we talk with Ivan Tanner who is a private investor predominately in small cap ASX companies. Ivan takes a high conviction approach building a substantial stake in a company once he has done his requisite diligence and research. We talk about the psychology of money, understanding...
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011: Recap and review of episodes one to ten.
We are ten episodes in and hope you have enjoyed listening to the content as much as we have recording them. In this episode Sam and Joel briefly recap the episodes so far and key themes. We also put out the call, what do you want to hear more of. Let us know via social media, email, or whatever...
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010: Turning a small cap into a large cap.
In this episode we speak with Ray Shorrocks about what needs to happen for a small cap, to effectively grow into a large cap. He explains the importance of board and management composition, the skill sets and succession planning required as well as the industry, specialist and shareholder support...
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009: Red River reborn, turning a shell into a producing company.
In this episode with talk with Paul Hart from Canary Capital. Paul talks about his involvement recapitalising a $500 000 shell company, securing a project turning it into a $200m+ market cap producing company.We also talk about some of the investment areas he is looking at currently. Read more...
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008: Identifying themes, doing your own research and technical analysis with Alan Edmunds (Part 2)
This is part two of a conversation with Alan Edmunds. Make sure to check back and listen to episode #007 first. Alan is a small cap market speculator, routinely trading small market cap companies on the ASX. In the discussion explore ways to screen sectors and themes to help narrow down an...
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007: Cutting the emotion, talking market speculation with Alan Edmunds (Part 1)
This is the first half of a long conversation we had with Alan Edmunds from www.cthgpro.com Alan is a small cap market speculator, routinely trading small market cap companies on the ASX. Alan recently turned a $1m account into over $2.5m in under 12 months. In the discussion we cover many topics...
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006: Jonathon Feil discusses early identification of themes, sectors and companies
We discuss with Jonathon discusses importance and challenges identifying themes and companies. What stages happen before a company is listed on the ASX, the role of corporate advisers and the current state of the market. https://www.prenzlergroup.com.au/
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005: Faheem from 952i Capital talks short term investing and trading
In this episode we talk with Faheem from 952i Capital. He talks about how he started in the market, pitfalls to watch out for. How to identify potential ten baggers in industrial, resources and other sectors and being aware of who is backing a company. Faheem is on twitter at @F952i and…
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004: Trading Halt! Talking capital raises with Ben Williamson
Most small and growth companies will require additional capital as they grow their business on the hopeful path to a ten bagger. In this episode we sit down with Ben Williamson from Fresh Equities to talk the ins and outs of how companies raise capital when listed on the ASX. What is a placement,...
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003: Adrian Byass talks project identification, JORC and drilling
This episode we talk with Adrian Byass. We discuss identifying projects that are worthwhile even if they have been looked over before.The background and reasons for JORC reporting (you can read more on the http://www.jorc.org/ website) We also cover what needs to be considered when valuing a...
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002: Interview with Warwick Grigor
In this discussion with Warwick Grigor we talk about his background, experience working in a number of different companies and directorships of listed resources companies. Warwick explains what things have changed in the market over time and some of the things which always seem to stay the same....
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001: Introduction - Trawling for Ten Baggers
In this introductory episode Sam and Joel introduce themselves, discuss their backgrounds and what they hope to do in future podcast episodes.We would love any feedback. Please get in touch with us on twitter @Trawlingfor10x or email [email protected] Some of the other finance…
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Frequently Asked Questions
How many episodes does Trawling for Ten Baggers have?
Trawling for Ten Baggers currently has 34 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Trawling for Ten Baggers about?
Learning from those with experience in small companies, speculation, resources and markets.
How often does Trawling for Ten Baggers release new episodes?
Trawling for Ten Baggers has 34 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Trawling for Ten Baggers?
You can listen to Trawling for Ten Baggers on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Trawling for Ten Baggers?
Trawling for Ten Baggers is created and hosted by Sam and Joel.
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