Episode transcript: click here
About this episode:
In today’s episode, Kate interviews Owen about one of his favourite topics and where he’s spent significant time and effort learning about and researching over the last decade: investing in small-cap companies listed on the ASX.
Owen discusses why he personally chooses to invest in the wild west of small caps, how to better understand ASX small caps, understanding the hype/fear cycles, expanding your circle of competence, staying skeptical, and finding information on undiscovered companies.
Want to invest in small companies? Register for Rask Rockets Beyond!
Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
At the time of recording, our team held the following positions in companies mentioned in the episode:
- Owen: XRO
- Kate: DIS, A2M
- Share Valuation Course (Intermediate)
- Australian Investors Podcast
- Owen Rask (@owenraskau) • Instagram
- Rask Rockets Performance Review
- Strawman: ASX share price, valuation, research and discussion
- Coffee Microcaps
We don’t like disclaimers but it’s super important you understand these next two paragraphs. This episode of The Australian Finance Podcast contains general financial advice only, issued by The Rask Group Pty Ltd, the general information is NOT personal financial advice since it does not take into account your needs, goals or objectives. Therefore, you must speak with your financial adviser before acting on the information.
While we try to ensure the facts are correct at the time of recording, always remember that investing involves risk of permanent capital loss. You could invest in shares or ETFs and lose money. So, no matter what we say in the podcast, what we believe the future might look like or what our forecasts might suggest, this episode contains hypothetical investment ideas only. Any returns or performance cited is strictly hypothetical and past performance is not indicative of future performance. Please ensure your read the Product Disclosure Statement (PDS) of any ETF or managed fund mentioned in this episode — before you invest. Please refer to The Rask Group Pty Ltd’s Financial Services Guide (FSG), available at www.rask.com.au, before investing.
Rask Education money & finance courses
Please forgive me, I couldn’t help but plug our 5-star (and free) financial education courses in here. I’ve linked a few of my favourites below if you’re keen on taking control of your time and money.