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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Friday Mar 18, 2022
Buy Hold Sell: 6 crowded small caps, but are they worth the price?
Friday Mar 18, 2022
Friday Mar 18, 2022
Ask any investor for a small-cap tip, and they'll likely deliver one with more conviction than a soccer player begging for a free-kick. How often do they put the money where their mouth is? A safe bet would be rarely.
But when multiple experts are backing the same horse, it's probably worth taking a good look. Blue Ocean Equities recently published research into the most popular stock picks across over 40 small-cap managers based on their top holdings - sounds like a fountain of ideas to us.
So, we turned to Ben Rundle from Hayborough Investment Partners and Martin Hickson from 1851 Capital for their views on four stocks making waves across the small-cap universe - but have their valuations peaked? Our two guests also share their top picks of the year.
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