Meet the Experts mini-series #5: Alan Edmunds


Manage episode 302728567 series 2660668
By Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
This week Pete and Steve speak to Alan Edmunds, a Sydney-based expert in investing in Australia small caps. Listen as Alan discusses: -Why your own personal life situation impacts your ability to invest in small caps (e.g. do you have a mortgage? relationship status? family commitments?). Understand where you are in your own life first -How to work out your own best method for investing to suit your own personality -Which sectors he looks in for high growth opportunities, and how to get confident in a company through -How Alan 'averages up' into a position when he finds a company with strong fundamentals -Why if you want to achieve big outperformance you need to throw the rule book out the window, remove old assumptions, and find your own method -How you need to think in probabilities, in investing and in life -Why investing in small caps is very different from other forms of investing -Specifically how to value and research small companies in detail -How and why to trim gains when hitting 3-4x initial outlay Recommended reading: Phil Fisher: The Path to Wealth through Common Stocks George Soros: The Alchemy of Finance Thanks for listening! Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence. Pete Wargent Stephen Moriarty

66 episodes