Shoutouts

Quality content from others while I'm MIA

Whilst I’ve got my hands full with the recent arrival of our 3rd one, this week is a short post that sheds a spotlight on other quality content from our small and powerful community of ASX small caps enthusiasts.

Authors of these posts are all worth following and publish their own quality content.

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Claude Walker - On The Bias Of Sources For Researching Small Cap Companies

👉 link here

This is an excellent article that speaks to evaluating the context through which information about companies is shared. The first point “Heavily Promoted Company Presentations With Adjusted, Non-Audited Metrics” is something I remind myself every time I open up company slides.

📌 Follow Claude on Twitter | Subscribe to his website

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Matt Joass - The Bizarre, Weird, and Beautifully Inefficient World of Aussie Small Caps

👉 link here

Ian Cassel often describes the 3 ways in which investors can source new investment ideas. In this article, Matt describes how he goes about Ian’s first way: the brute force approach.

📌 Follow Matt on Twitter | Listen to his Podcast

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Luke Winchester - On Prophecy (PRO.ASX)

link here

Every quarter or so, Luke shares one of his investment thesis in the form of a short blog post on a company. They are as short as they are valuable, and he keeps finding incredible puns in the names.

📌 Follow Luke on Twitter | Read his other blogs

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Andrew Page - Lessons from a 10-bagger

👉 link here

In this short article, Andrew shares the journey of Objective Corp (OCL.ASX). He comments on the obvious, but often overlooked emotional challenges of holding on to ten baggers.

📌 Follow Andrew on Twitter | Register for Strawman

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Tristan Waine - Investing & Personal Finance Tips & Tricks

👉 link here

This article is dense in value; Tristan offers tools and resources for all parts of the investing process.

📌 Follow Tristan on Twitter | Subscribe to his Substack

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Conclusion

Who has a baby in the middle of quarterly reporting season? Yes, yes, I know. Hopefully I recover by the time full year reports start to come out…

Thanks for reading folks, enjoy the rest of the weekend!

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