Australian Investors Podcast 5 ASX small-caps with big results, ft. Luke Winchester
The 5 companies talked about in today's investor's podcast are:
- 10:01 - XRF Scientific Ltd (ASX: XRF) - a lab testing business with a market-leading position.
- 21:04 - Catapult Group International Ltd (ASX: CAT) - a sports technology business combining video and wearable tech for predictive performance enhancements.
- 25:36 - Kip McGrath Education Centres Ltd (ASX: KME) - a multi-decade family-run education provider growing around the world.
- 37:19 - National Tyre & Wheel Ltd (ASX: NTD) - an independent tyre distribution business with a growing range of services and footprints.
- 45:07 - Earlypay Ltd (ASX: EPY) - an invoice financing business that's growing out of covid
Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing.
Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management.
The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies.
Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX's smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining.
Resources & free stuff:
- Luke Winchester's first interview with Owen Rask
- Merewether Capital website
- Download Owen’s free analyst pack (Word & PDF)
- Join Rask Rockets – SAVE $500
~~ A note for transparency: we receive nothing ~~
Rask, the publisher of the podcast series, is a privately owned company. It’s majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts.
“The best part was the disclaimer” – said no-one ever
This information warning is actually important (that’s why we write it in the same size font… unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns.
Please read Rask Australia’s Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.
Date of recording: 16 March, 2022.
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