Equity Mates Podcast: Claude Walker On Small Cap Investing
In which I discuss Energy One (ASX:EOL), how to assess management and small cap investing on the ASX.
In which I discuss Energy One (ASX:EOL), how to assess management and small cap investing on the ASX.
ASX superstar stock Pro Medicus (ASX:PME) has reported record results for FY2021, but how does the future look?
ASX listed healthcare stock EBOS Group (ASX:EBO) reports solid earnings per share growth and has increased its dividend accordingly.
Fiducian Group (ASX:FID) has reported record results in FY2021 and continues to increase dividends to shareholders.
I wrote to small-cap companies asking when they expect to report. Here’s what I found.
I invest in small caps because I hope to compound my capital at high rates to change my life for the better.
The Dicker Data share price moved considerably today because it announced a decent acquisition in New Zealand.
Ansarada shares continue to trade on around 4x revenue, which is very low compared to other ASX listed software stocks.
The Alcidion share price gained as much as 16% today after it released its quarterly results to June 2021.
Australian Clinical Labs (ASX:ACL) will benefit from high levels of covid testing in Australia.
Damstra shares are trading 13% higher after the company reported record revenue in the fourth quarter of FY 2021.
IntelliHR (ASX: IHR) share price have been a rollercoaster over the last year, but the IntelliHR quarterly results show good organic growth.
Eroad has more success in New Zealand than the USA, but acquiring Coretex may well be the best move to drive international growth faster.
Objective Corporation (ASX:OCL) has reported record revenue, record profit, and record annualised recurring revenue, in FY 2021. But is its valuation too punchy?
The Xref (ASX:XF1) share price has gained over 16% on a record result which sees the company achieve free cash flow breakeven in FY2021.
My high conviction holdings drove my portfolio returns as usual, but some are better value than others, at current prices.
I’m pleased to have soundly beat the market in FY 2021, but there are a number of important lessons I can take from my performance…
One director of this boring dividend payer just bought a fair chunk of shares at slightly above the current price.
The Redbubble (ASX: RBL) share price gained over 500% during the pandemic, but the business model is badly misunderstood.
IntelliHR (ASX: IHR) looks to have reached an inflection point with its revenue growth, but it’s a long way from profitability. Here’s why it’s worth watching.