Trawling for Ten Baggers
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Trawling for Ten Baggers
Learning from those with experience in small companies, speculation, resources and markets.
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34 episodi
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 want...
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 st...
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 p...
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 s...
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 ta...
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 e...
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...
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.
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...
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 y...
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...
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. ...
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 tha...
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...
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 i...
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, e...
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 w...
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...
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...
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.
Th...
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 im...
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, pe...
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 bui...
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 briefl...
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 importan...
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...
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 specu...
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 tra...
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 AS...
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 iden...
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...
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 backgr...
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...
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...