Three ASX stocks to play healthcare's return to normalisation
Against a challenging economic backdrop, the Healthcare sector is well placed to deliver earnings growth in the coming years.
Six key reasons why I’m bullish for the rest of 2023
Callum Newman of Fat Tail Investment Research explains why it's time to ditch the bears and focus on the big opportunity now.
Buy Hold Sell: 3 undiscovered gems (and 2 overhyped duds)
In this episode, Prime Value's Mike Younger and Yarra Capital's Katie Hudson analyse the darlings and duds of the small-cap arena.
2 big buys (and why the worst could be over for small-cap investors)
Prime Value's Mike Younger and Yarra Capital Management's Katie Hudson share the opportunities they have identified within small caps.
Buy Hold Sell: 5 undervalued small caps with big growth prospects
In this episode, Yarra Capital Management's Katie Hudson and Prime Value's Mike Younger analyse five small-cap stocks.
Why growth equities are the new contrarian picks: QVG Capital
Barely a few years ago, Growth was hot. Today, it's about yield. Here's why now is the time for out-of-fashion Growth.
Outperforming against all odds: How Chris Stott's 1851 Capital topped the league table
Despite launching just a few days before the COVID crash, 1851 Capital has topped the Mercer survey for its stellar three-year returns.
Why funds management beat medicine for this small-cap stock picker
Eleanor Swanson may have picked funds management over a medical degree, but healthcare still has a place in her top picks.
Three ASX small-caps to hold for the next five years
Prime Value’s Richard Ivers shares the small-cap names he’d hold for the long-term and what investors are missing in this space.
The big opportunities and risks for small-cap investors and tips to manage these in your portfolio
Inflation and interest rates are the biggest themes for markets at the moment, but could these also be opportunities?
My best and worst pick from reporting season so far
In this video I spoke with Scott Phillips to share an update on small caps reporting this results season. There’s been more beats from an earnings point of view than...
What are we seeing from reporting season in small caps so far?
In this video I joined Scott Phillips to provide an update on what we have seen from reporting season so far. It is early in the number of companies who have reported,...
Why WAM is bullish on small caps (and the team's 30 best ideas for the recovery)
It's one of the best environments for small and micro-caps in some time, according to Wilson Asset Management's Tobias Yao and Oscar Oberg.
My top picks in the resources sector
In this video David Buckland and I discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small...
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
In this episode, Marcus Today's Henry Jennings and Medallion Financial's Michael Wayne analyse your five most-tipped small caps for 2023.
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