Trawling for Ten Baggers

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 wanted to run an exploration company.   This is our first chat about the macroeconomic and commodity cycle and Mark talks about why he’s bullish hard assets vs fiat currency Mark also talks about the difficulty of taking a long cycle view, given the shor...

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 still remain the same. He takes us through how he started out as a broker and how he then moved into corporate finance. Matthew explains the importance of the 'sales call', and why it is so fundamental to maintain relationships with clients and compani...

In this episode, we discuss small-cap companies' ASX listings with Andrew Whitten. We cover practical and compliance aspects, including the need for professional guidance in a highly regulated and technical environment. Our conversation explores the benefits of being a public company, coping with market challenges, raising capital, pivoting businesses, and managing share registers effectively. And...

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 structured a deal to give himself a free carried upside.  David also explains how investors, and more importantly CEOs should reflect on their own interests and skills so they can develop their own bags.

In this episode we speak to Michael D'Adamo about why oil is still important for industry despite the move towards decarbonisation. He takes us through the company and technical considerations before a company explores for oil and gas. Michael also explains a lot of the terminology in the industry as well as classifications around defining and measuring oil reserves.

In this episode we speak to  Glen Zurcher  about why it is so important for listed companies to communicate their message effectively. We explain a wholistic approach to Investor Relations which includes creating an existence, continually educating the audience and where the message ends up.  Most importantly we talk about how an understanding of IR helps the investor. https://viriair.com/

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 an impressive performance record and several ten baggers over the years.     We discuss what to look for in a small cap and the types of people that can successfully execute. Then a few practical things like when to sell and techniques for hedging portfoli...

Just a short episode to update with what's happening on the show. To get in touch with us, pick whatever suits you best. pod@trawlingfortenbaggers.com, https://twitter.com/Trawlingfor10x https://www.linkedin.com/company/trawling-for-ten-baggers  

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 looking into a company or investment.    We dig into ESG, what it means, why it matters and the performance edge when using it as a criteria for choosing investments.   Cluny and Emilie also host their own podcast 'Alpha Females Invest' for those wh...

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 you have the best chance of succeeding in the market. We talk with Savilian about the importance of mental health and being on top of your game. He talks to us about his trading journey, struggles and techniques to try and continue improving. Sav is a...

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 changed since our first discussion. We talk about about the goings on in the small cap resources market in 2020 and the first half of 2021, the increased number of IPOs which have recently been listing, the change in behavior of market participants a...

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.  We talk about the importance of loyalty, mentorship and mental health as well as the regular ten bagger related topics and tips.  https://themagiccoat.com/ https://www.amazon.com/Dont-Sweat-Small-Stuff-Its/dp/0786881852

This episode is a conversation we recorded with Ted Richards earlier in 2020. We discuss behaviour finance, the human factors and psychology that comes into financial decision making.  We talk about some of the common behavioural biases and reasons people make, or struggle to make good decisions. Ted works at Six Park, an automated investing platform that helps remove some of the human factors in...

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 so passionate about microcaps and what he learnt throughout his journey. The discussion covers liquidity in microcaps, how to research and identify potential multibaggers and position sizes in a portfolio.    Links and books discussed: https://microcapclu...

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 its inception in April 2019. In this discussion David shares his thoughts on the current market conditions, the way he approaches small companies and running a portfolio of different stocks through different market cycles.     

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, early trading and experiences in the 2000's tech boom.  What he learnt along the way, how he trades now and that has changed.  

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 who works in corporate law at Steinepreis Paganin.  We discuss what all the paperwork you receive means and why it is sent.   Toby explains what companies have to keep in mind when raising capital and why they might choose a certain method. He also details the di...

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 the ground, identifying who's running the company, surveying the ground, getting drilling happening, and what makes a deposit economic. We dig into some of the technical aspects of exploration and mining, trying to help explain it in a way that anyon...

In this episode we talk to Harley Grosser, founder of Capital H Management Harley is an active small and microcap investor, who started trading his personal account, then gained experience working at a small cap fund manager and subsequently launched his own fund. We talk about the things Harley's background, what got him interested and invested in stock and what he looks for in a company. Techniq...

We speak with David Blake from Bioshares  about all things Biotech.   Biotech shares are often volatile and valations can change very quickly. This episode explains the different types of life sciences companies, major milestones and catalysts.  We also talk about what to consider when investing in biotech companies and opportunities for smaller and private investors. You can find more or contact...

We talk in this short episode with David Blake from Bioshares about Covid-19 about how its diagnosed, potential treatments, vaccines and investment implications. This is something different to our usual contents and quite specific to the current market and events happening. This is just a short snippet from a much longer and wide ranging conversation which will appear in your feed soon.

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, personal investing approach and attributes he's observed in successful small caps that have grown much larger. We discuss what professional fund managers are looking for in a smaller company and how a smaller investor can use this to their advantage, t...

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 building a substantial stake in a company once he has done his requisite diligence and research. We talk about the psychology of money, understanding what your own unique approach is, advantages of running a small account balance and some of his techniq...

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 briefly recap the episodes so far and key themes. We also put out the call, what do you want to hear more of. Let us know via social media, email, or whatever works best for you. Do you want more trader talk, more corporate finance folk, more technical informati...

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 importance of board and management composition, the skill sets and succession planning required as well as the industry, specialist and shareholder support needed as a company grows. Ray has been a part of the management team of several companies who recentl...