Equity Mates Investing Podcast The bull market for Australian small caps - Claude Walker
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Sep 1, 2025 Claude Walker, founder of A Rich Life and a savvy investor with a history at Motley Fool Hidden Gems, shares fascinating insights into the booming Australian small cap market. He discusses his three-step criteria for identifying winning stocks and recalls discovering a remarkable 100-bagger stock, Pro Medicus. The conversation also highlights why small caps are thriving and gives a peek into the largest company in his portfolio, showcasing the exciting potential for investors in this space.
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ADHD Shaped A Small‑Cap Bias
- Claude describes how ADHD shaped his investing style and attracted him to small caps because they are exciting and fast-moving.
- He says the volatility and constant news flow suit his personality and drive his idea generation.
Invest In A Style That Fits You
- Test management thoroughly and play to your own strengths when choosing an investing style.
- Invest in the style that suits your personality instead of copying others.
Ask Tough Questions Of Management
- Probe management with skeptical, testing questions instead of flattering them to win access.
- Accept limited management access rather than letting incentives stop you asking hard questions.