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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- Enrol in Owen’s Value Investor Program (online)