Australian Investors Podcast
3 small caps with competitive advantage, low churn & great runways
Jan 17, 2025
Rob Miller, Portfolio Manager at NAOS Asset Management, shares his expertise in long-term growth investments and sheds light on three ASX shares with great potential: Dropsuite Ltd, Hancock & Gore Ltd, and Objective Corp Ltd. The discussion highlights the significance of analyzing management's role, understanding competitive advantages, and the importance of preparation for ASX reporting season. Miller emphasizes the power of patience in small-cap investing and the need for robust customer retention strategies, particularly in tech-driven markets.
56:25
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Quick takeaways
- Long-term investment strategies prioritize understanding a company's fundamentals over short-term market fluctuations to foster sustainable growth.
- Identifying companies with strong competitive advantages and effective capital management enhances the likelihood of robust long-term capital growth.
Deep dives
Importance of Long-Term Investment Strategy
Long-term investment strategies emphasize the significance of evaluating companies over extended periods rather than short-term market fluctuations. Investors should prioritize understanding the fundamentals of a business and its potential for sustainable growth. This perspective guards against impulsive decisions based on quarterly results or temporary market conditions, which can cause volatility. Ultimately, the focus should be on the long-term trajectory of value creation and overall company health.
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