Trawling for Ten Baggers

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 snippet from a much longer and wide ranging conversation which will appear in your feed soon.

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 managers are looking for in a smaller company and how a smaller investor can use this to their advantage, the long term approach to holding small caps, portfolio allocation, and much more.

To register for the next Coffee Microcaps event in March 2020 you can book here: https://events.humanitix.com/copy-of-coffee-microcaps-conference-oq12dfaw

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 what your own unique approach is, advantages of running a small account balance and some of his techniques to asses company management teams.

The books Ivan mentions in the show are:

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 works best for you. Do you want more trader talk, more corporate finance folk, more technical information, or something else?

We need your help to know what you like most so we can produce more of that. Thanks for your support so far, we really appreciate it and are looking forward to releasing more interviews very soon.

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 needed as a company grows.

Ray has been a part of the management team of several companies who recently made the shift from small caps to $200m+ in market capitalisation.

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 about the Red River Resources story at the canary website or you can contact Paul or the team .

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 investment universe. How speculators can do their own investment and market research and the use to technical indicators to assist with trading.

Alan's website has a discussion forum as well as his monthly trading updates.

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 including sector analysis, combining technical analysis with fundamentals, how to scale in and out, interaction with management, how to hold onto a stock as it puts on multibags and when to take profits.

Alan's website has a discussion forum as well as his monthly trading updates.

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.

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 generously provided a summary as well as additional information after the interview including his tips and book suggestions.