David Williams

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 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.

031: Developing your own bags | finding a free carry with David Williams

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 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.

030: Oils ain’t dead | considerations for petroleum exploration

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 speak to <a href="https://www.linkedin.com/in/ACoAAAEtChsB-MkKj8OM1LsqERvoIAZjjA2Je1A" rel="nofollow" target="_blank">Glen Zurcher</a> 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. <ul><li><a href="https://viriair.com/%60" rel="nofollow" target="_blank">https://viriair.com/</a></li> </ul>

029: Why does your investment need an existence | Unpacking IR

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 portfolios. https://www.linkedin.com/in/andre-marschke-676b575 http://www.scintillacapital.com.au

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 portfolios. <ul><li><a href="https://www.linkedin.com/in/andre-marschke-676b575" rel="nofollow" target="_blank">https://www.linkedin.com/in/andre-marschke-676b575</a></li> <li><a href="http://www.scintillacapital.com.au" rel="nofollow" target="_blank">http://www.scintillacapital.com.au</a></li></ul>

028: Backing entrepreneurs in search of blue-sky opportunities

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

Just a short episode to update with what's happening on the show. To get in touch with us, pick whatever suits you best. <ul><li><a href="mailto:pod@trawlingfortenbaggers.com,">pod@trawlingfortenbaggers.com,</a></li> <li><a href="https://twitter.com/Trawlingfor10x" rel="nofollow" target="_blank">https://twitter.com/Trawlingfor10x</a></li> <li><a href="https://www.linkedin.com/company/trawling-for-ten-baggers" rel="nofollow" target="_blank">https://www.linkedin.com/company/trawling-for-ten-baggers</a></li></ul>

027: Update and a request

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 who want to elevate their investing knowledge. They aim to promote gender diversity by having at least an equal representation of female guests on their show and cover a wide range of financial topics.    https://alphafemalesinvest.com.au https://www.instagram.com/alphafemalesinvest https://player.whooshkaa.com/shows/the-alpha-females-invest  

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 who want to elevate their investing knowledge. They aim to promote gender diversity by having at least an equal representation of female guests on their show and cover a wide range of financial topics.  <ul><li><a href="https://alphafemalesinvest.com.au/" rel="nofollow" target="_blank">https://alphafemalesinvest.com.au</a></li> <li><a href="https://www.instagram.com/alphafemalesinvest" rel="nofollow" target="_blank">https://www.instagram.com/alphafemalesinvest</a></li> <li><a href="https://player.whooshkaa.com/shows/the-alpha-females-invest" rel="nofollow" target="_blank">https://player.whooshkaa.com/shows/the-alpha-females-invest</a> </li> </ul>

026: ESG and other considerations when assessing investments.

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 an intraday scalper, quite different to many of our previous guests. Almost all the content we cover in the episode though applies regardless of whether you are day trading stocks or holding for longer periods of time. You can find out more about Savilian here:   https://twitter.com/Savilianraps https://www.youtube.com/user/JustaSavilian/ https://open.spotify.com/artist/2TezkvmwKedDg7dslOyRYi https://www.savilianmusic.com/

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 an intraday scalper, quite different to many of our previous guests. Almost all the content we cover in the episode though applies regardless of whether you are day trading stocks or holding for longer periods of time. You can find out more about Savilian here: <a href="https://twitter.com/Savilianraps" rel="nofollow" target="_blank">https://twitter.com/Savilianraps</a> <a href="https://www.youtube.com/user/JustaSavilian/" rel="nofollow" target="_blank">https://www.youtube.com/user/JustaSavilian/</a> <a href="https://open.spotify.com/artist/2TezkvmwKedDg7dslOyRYi" rel="nofollow" target="_blank">https://open.spotify.com/artist/2TezkvmwKedDg7dslOyRYi</a> <a href="https://www.savilianmusic.com/" rel="nofollow" target="_blank">https://www.savilianmusic.com/</a>

025: Fighting yourself. Emotions, mental health and the markets

Warwick Grigor

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 and more. http://www.fareastcapital.com.au/ Previous discussion with Warwick in August 2019

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 and more. <ul><li><a href="http://www.fareastcapital.com.au/" rel="nofollow" target="_blank">http://www.fareastcapital.com.au/</a></li> <li>Previous <a href="http://www.trawlingfortenbaggers.com/episode-2-warwick-grigor/" rel="nofollow" target="_blank">discussion with Warwick in August 2019</a></li></ul>

024: Making sense of the market with Warwick Grigor

Shane Wee

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

In this episode we chat with Shane Wee from <a href="https://www.altocapital.com.au/the-alto-team" rel="nofollow" target="_blank">Alto Capital</a> 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.  <ul><li><a href="https://themagiccoat.com/" rel="nofollow" target="_blank">https://themagiccoat.com/</a></li> <li><a href="https://www.amazon.com/Dont-Sweat-Small-Stuff-Its/dp/0786881852" rel="nofollow" target="_blank">https://www.amazon.com/Dont-Sweat-Small-Stuff-Its/dp/0786881852</a></li></ul>

023: More than just a West Perth broker - Shane Wee

Ted Richards

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 investment decision making. The Richards Report Podcast https://www.sixpark.com.au/

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 investment decision making. <ul><li><a href="https://podcasts.apple.com/au/podcast/the-richards-report/id1255709144" rel="nofollow" target="_blank">The Richards Report Podcast</a></li> <li><a href="https://www.sixpark.com.au/" rel="nofollow" target="_blank">https://www.sixpark.com.au/</a></li></ul>

022: Understanding the behaviour factors in finance with Ted Richards

Learning from those with experience in small companies, speculation, resources and markets.

Trawling for Ten Baggers

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 David via http://www.bioshares.com.au/

We speak with David Blake from <a href="http://www.bioshares.com.au/" rel="nofollow" target="_blank">Bioshares</a> 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 David via <a href="http://www.bioshares.com.au/" rel="nofollow" target="_blank">http://www.bioshares.com.au/</a>

015: Biotech bags. What to consider when investing in biotech and life science companies

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 techniques to asses company management teams. The books Ivan mentions in the show are: https://www.amazon.com.au/Beating-Street-Peter-Lynch-ebook/dp/B00768D664 https://www.amazon.com/Encyclopedia-Chart-Patterns-Thomas-Bulkowski/dp/0471668265 https://www.amazon.com/Japanese-Candlestick-Charting-Techniques-Contemporary-ebook/dp/B00CS74GBM https://www.amazon.com/Happy-Money-Japanese-Making-Peace/dp/1501188372 https://www.amazon.com/Art-Execution-worlds-investors-millions/dp/085719495X https://www.amazon.com/Principles-Life-Work-Ray-Dalio/dp/1501124021 

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 techniques to asses company management teams. The books Ivan mentions in the show are: <ul><li><a href="https://www.amazon.com.au/Beating-Street-Peter-Lynch-ebook/dp/B00768D664" rel="nofollow" target="_blank">https://www.amazon.com.au/Beating-Street-Peter-Lynch-ebook/dp/B00768D664</a></li> <li><a href="https://www.amazon.com/Encyclopedia-Chart-Patterns-Thomas-Bulkowski/dp/0471668265" rel="nofollow" target="_blank">https://www.amazon.com/Encyclopedia-Chart-Patterns-Thomas-Bulkowski/dp/0471668265</a></li> <li><a href="https://www.amazon.com/Japanese-Candlestick-Charting-Techniques-Contemporary-ebook/dp/B00CS74GBM" rel="nofollow" target="_blank">https://www.amazon.com/Japanese-Candlestick-Charting-Techniques-Contemporary-ebook/dp/B00CS74GBM</a></li> <li><a href="https://www.amazon.com/Happy-Money-Japanese-Making-Peace/dp/1501188372" rel="nofollow" target="_blank">https://www.amazon.com/Happy-Money-Japanese-Making-Peace/dp/1501188372</a></li> <li><a href="https://www.amazon.com/Art-Execution-worlds-investors-millions/dp/085719495X" rel="nofollow" target="_blank">https://www.amazon.com/Art-Execution-worlds-investors-millions/dp/085719495X</a></li> <li><a href="https://www.amazon.com/Principles-Life-Work-Ray-Dalio/dp/1501124021" rel="nofollow" target="_blank">https://www.amazon.com/Principles-Life-Work-Ray-Dalio/dp/1501124021</a></li> </ul>

012: Understanding your relationship with money and investing with conviction

Harley Grosser

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. Techniques and considerations to work out what is in an undervalued company and what make it might take for the market to revalue it.

In this episode we talk to Harley Grosser, founder of <a href="https://www.capitalhmanagement.com.au/" rel="nofollow" target="_blank">Capital H Management</a> 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. Techniques and considerations to work out what is in an undervalued company and what make it might take for the market to revalue it.

016: Working out whats cheap, before the market does - Harley Grosser,  Capital H Management

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 information, or something else? We need your help to know what you like most so we can produce more of that. Thanks for your support so far, we really appreciate it and are looking forward to releasing more interviews very soon.

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 information, or something else? We need your help to know what you like most so we can produce more of that. Thanks for your support so far, we really appreciate it and are looking forward to releasing more interviews very soon.

011: Recap and review of episodes one to ten.

Mark Tobin

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, the long term approach to holding small caps, portfolio allocation,  and much more. To register for the next Coffee Microcaps event in March 2020 you can book here:  https://events.humanitix.com/copy-of-coffee-microcaps-conference-oq12dfaw Marks Livewire article he mentions in the show. https://www.coffeemicrocaps.com https://twitter.com/CMicrocaps 

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, the long term approach to holding small caps, portfolio allocation, and much more. To register for the next Coffee Microcaps event in March 2020 you can book here: <a href="https://events.humanitix.com/copy-of-coffee-microcaps-conference-oq12dfaw" rel="nofollow" target="_blank">https://events.humanitix.com/copy-of-coffee-microcaps-conference-oq12dfaw</a> <ul><li>Marks <a href="https://www.livewiremarkets.com/wires/medadvisor-a-global-technology-company-in-the-making" rel="nofollow" target="_blank">Livewire article</a> he mentions in the show.</li> <li><a href="https://www.coffeemicrocaps.com/" rel="nofollow" target="_blank">https://www.coffeemicrocaps.com</a></li> <li><a href="https://twitter.com/CMicrocaps" rel="nofollow" target="_blank">https://twitter.com/CMicrocaps</a></li> </ul>

013: What to look for in a small cap with Mark Tobin

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 recently made the shift from small caps to $200m+ in market capitalisation.

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 recently made the shift from small caps to $200m+ in market capitalisation.

010: Turning a small cap into a large cap.

In this episode with talk with Paul Hart from Canary Capital. Paul talks about his involvement recapitalising a $500 000 shell company, securing a project turning it into a $200m+ market cap producing company.We also talk about some of the investment areas he is looking at currently. Read more about the Red River Resources story at the canary website or you can contact Paul or the team .

In this episode with talk with Paul Hart from Canary Capital. Paul talks about his involvement recapitalising a $500 000 shell company, securing a project turning it into a $200m+ market cap producing company.We also talk about some of the investment areas he is looking at currently. Read more about the <a href="https://canarycapital.com.au/red-river-resources/" rel="nofollow" target="_blank">Red River Resources story at the canary website</a> or you can <a href="https://canarycapital.com.au/contact/" rel="nofollow" target="_blank">contact Paul or the team</a> .

009: Red River reborn, turning a shell into a producing company.

Alan Edmunds

This is part two of a conversation with Alan Edmunds. Make sure to check back and listen to episode #007 first. Alan is a small cap market speculator, routinely trading small market cap companies on the ASX. In the discussion explore ways to screen sectors and themes to help narrow down an investment universe. How speculators can do their own investment and market research and the use to technical indicators to assist with trading. Alan's website has a discussion forum as well as his monthly trading updates. https://www.cthgpro.com https://twitter.com/Alonzo_CTHG 

This is part two of a conversation with Alan Edmunds. Make sure to check back and listen to episode #007 first. Alan is a small cap market speculator, routinely trading small market cap companies on the ASX. In the discussion explore ways to screen sectors and themes to help narrow down an investment universe. How speculators can do their own investment and market research and the use to technical indicators to assist with trading. Alan's website has a discussion forum as well as his monthly trading updates. <ul><li><a href="https://www.cthgpro.com" rel="nofollow" target="_blank">https://www.cthgpro.com</a></li> <li><a href="https://twitter.com/Alonzo_CTHG" rel="nofollow" target="_blank">https://twitter.com/Alonzo_CTHG</a></li> </ul>

008: Identifying themes, doing your own research and technical analysis with Alan Edmunds (Part 2)

This is the first half of a long conversation we had with Alan Edmunds from www.cthgpro.com Alan is a small cap market speculator, routinely trading small market cap companies on the ASX. Alan recently turned a $1m account into over $2.5m in under 12 months. In the discussion we cover many topics including sector analysis, combining technical analysis with fundamentals, how to scale in and out, interaction with management, how to hold onto a stock as it puts on multibags and when to take profits. Alan's website has a discussion forum as well as his monthly trading updates. https://www.cthgpro.com https://twitter.com/Alonzo_CTHG 

This is the first half of a long conversation we had with Alan Edmunds from <a href="http://www.cthgpro.com" rel="nofollow" target="_blank">www.cthgpro.com</a> Alan is a small cap market speculator, routinely trading small market cap companies on the ASX. Alan recently turned a $1m account into over $2.5m in under 12 months. In the discussion we cover many topics including sector analysis, combining technical analysis with fundamentals, how to scale in and out, interaction with management, how to hold onto a stock as it puts on multibags and when to take profits. Alan's website has a discussion forum as well as his monthly trading updates. <ul><li><a href="https://www.cthgpro.com" rel="nofollow" target="_blank">https://www.cthgpro.com</a></li> <li><a href="https://twitter.com/Alonzo_CTHG" rel="nofollow" target="_blank">https://twitter.com/Alonzo_CTHG</a></li> </ul>

007: Cutting the emotion, talking market speculation with Alan Edmunds (Part 1)

Jonathon Feil

We discuss with Jonathon discusses importance and challenges identifying themes and companies. What stages happen before a company is listed on the ASX, the role of corporate advisers and the current state of the market. https://www.prenzlergroup.com.au/ 

We discuss with Jonathon discusses importance and challenges identifying themes and companies. What stages happen before a company is listed on the ASX, the role of corporate advisers and the current state of the market. <ul><li><a href="https://www.prenzlergroup.com.au/" rel="nofollow" target="_blank">https://www.prenzlergroup.com.au/</a></li> </ul>

006: Jonathon Feil discusses early identification of themes, sectors and companies

The best podcast episodes on parenting. Interviewing experts and talking through common issues surrounding parenting. This topic is filled with important lessons and insights for anyone listening. Add episodes you're interested into your queue below!

OwlTail

Best Parenting Podcasts

The best podcast episodes on physical health. Episodes talk about your diet, sleep, exercise and all the things that people do to improve their physical health and live a healthier life. This topic is for everyone, with applications in all of our everyday lives. Add episodes you're interested into your queue below!