Weekenders

Apr 12, 2025

Next Investors

15 min

Remember the last two years where the big end of the market kept going up… and up? And the long suffering small and micro cap aficionados favourite mantra was: “Its just a matter of time until this sentiment and money flows into the small end” We patiently waited and waited… And then the big end of town (globally) had an almighty vomit seven days ago…

Apr 6, 2025

Next Investors

10 min

Donald Trump shook global markets like a snow globe on Thursday - Chaos ensued, how will it all land? Money is moving out of giant, “globalisation era” stocks - so where will it go to now? Here is where we think the money will flow to and why…

Apr 5, 2025

Next Investors

14 min

The great global reset? A once in a generation opportunity? A shift of capital out of traditional big US “globalisation era” stocks? And into smaller stocks with a local focus? Or will it just be “similar to before but with some different trade terms”?

Mar 30, 2025

Next Investors

7 min

Monday 31st March at ~10AM AEDT, we will be emailing out our new Investment and commentary on why we Invested. Keep an eye on your inbox around 10AM tomorrow…

Mar 29, 2025

Next Investors

7 min

On Monday at ~10AM AEDT, we are adding our first new Investment for 2025. Our first new Portfolio addition in four months. And it's a rare technology pick for us.