Trawling for Ten Baggers

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 increased number of IPOs which have recently been listing, the change in behavior of market participants and more.

• http://www.fareastcapital.com.au/

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. 

• https://themagiccoat.com/

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.

Ted works at Six Park, an automated investing platform that helps remove some of the human factors in investment decision making.

• The Richards Report Podcast

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 potential multibaggers and position sizes in a portfolio. 

Links and books discussed:

• https://microcapclub.com/ 

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 running a portfolio of different stocks through different market cycles.

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.

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 keep in mind when raising capital and why they might choose a certain method. He also details the different types of resolutions at AGM or EGMs, the importance of the details and what happens when steps are missed.

For a written article covering the types of capital raises check out this great summary Toby published on LinkedIn. 

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 some of the technical aspects of exploration and mining, trying to help explain it in a way that anyone can understand.

Even if you don't usually invest or explore resource and mining companies, this episode will give you an overview of how this part of the market operates and what investors and speculators are looking for.

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 Harley's background, what got him interested and invested in stock and what he looks for in a company.

Techniques and considerations to work out what is in an undervalued company and what make it might take for the market to revalue it.

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 biotech companies and opportunities for smaller and private investors.

You can find more or contact David via http://www.bioshares.com.au/