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9 factors for small cap investors | Podcast with Mark Tobin & Andrew Page

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9 factors we watch when investing in small caps, w/ Mark Tobin & Andrew Page

Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): 

  • Mark Tobin, former small company analyst founder of Coffee MicroCaps
  • Andrew Page, small-cap investor and Founder of Strawman.com 

In this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on. 

Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps. 

With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match! 

Companies discussed in this podcast include: 

Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT). 

Interview recorded: Thursday April 1st, 2021.

At the time of publishing, Owen owned shares of Pro Medicus & Xero.

Say g’day to Owen, Mark & Andrew:

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Like our podcast?
Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start?
We can help.
Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.