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.
034: Staying curious in a changing macro environment
033: Back to basics
032: Navigating the ASX | leveraging your listing
031: Developing your own bags | finding a free carry with David Williams
030: Oils ain’t dead | considerations for petroleum exploration
029: Why does your investment need an existence | Unpacking IR
027: Update and a request
026: ESG and other considerations when assessing investments.
025: Fighting yourself. Emotions, mental health and the markets
024: Making sense of the market with Warwick Grigor
023: More than just a West Perth broker - Shane Wee
022: Understanding the behaviour factors in finance with Ted Richards
021: Extracting alpha from illiquid microcaps with Ian Cassel
020: A portfolio approach to small caps - David McNamee, Altor Capital
019: Trading, bubbles and markets with Shaun Factor
018: Notice of Meeting - explaining resolutions and capital raisings.
017: Combining geology and finance to find opportunities with Alex Rovira
016: Working out whats cheap, before the market does - Harley Grosser, Capital H Management
015: Biotech bags. What to consider when investing in biotech and life science companies
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