Skip to content

SmallCaps.co.za

Small Companies, Big Investments

Menu
  • About
  • Newsletter & Research
  • Small Caps & Other Stocks
  • General
  • Blue Gem Research
  • Twitter
  • Email
  • Portfolio
Menu

Tag: 10-bagger

Why Quality Matters for Small Cap Investors

Posted on 26/08/2020 by Keith McLachlan

The below is extracted from the December 2019 Alpha Prime Small & Mid Cap Fund investor letter where I briefly unpack our argument for quality in the small cap space: Quality: Above all else, we try to find good-quality, fast-growing, listed small cap businesses. Value: We invest in the cheapest of these options, constrained by our concentration &…

Sign-up

Want research in your inbox? Sign up here!

RSS Research Reports

  • Renergen – Key Due Diligence Is Successful
  • Renergen – First Gas-to-Plant & Ivanhoe Option Expiry
  • Renergen – Funding (Almost) Secured
  • Renergen – FY 22 Results – Token Update
  • Trellidor Door Holdings – H1:22 – Series of Unfortunate Events

Recent Posts

  • Why First-Generation Crypto Has Failed
  • JSE Small Cap Showcase
  • Omnia: The Right Chemicals
Tweets by keithmclachlan

Tag Cloud

alignment of interest analysis analyst buy-side domestic downside education equity export fundamental analysis fundamentals global growth ifrs incentive invest investing investing theory investment investment theory jse learn learning management massmart master drilling master drilling group mine mining offshore raisebore drilling research returns risk sell-side short small cap small caps south africa stock stocks theory upside valuation value
©2022 SmallCaps.co.za | Built using WordPress and Responsive Blogily theme by Superb