In the latest episode of Stocks Neat, which is our final episode of 2022, Steve and Gareth are discussing small cap stocks and why they might be an interesting place to be investing in 2023. Small caps have been hit harder than the rest of the market, so many are already looking very cheap as we head into an expected recession. There is no new whiskey tasting this time, but Gareth and Steve recap their favourite bottle from previous episodes.
Harvey Migotti, co-Portfolio manager of the Forager International Fund joins Steve for a deep dive on Yeti, one of the small cap stocks in the fund portfolio, and why they believe this is a great business to own. Make sure you don’t miss this interesting discussion.
Steve on the Yeti water bottles to Gareth: “You’ve bought a few supposedly indestructible water bottles for the kids this Christmas – this should be the true test of the Yeti product”
We’d love your feedback. If you like what you’re hearing (and what we’re drinking), be sure to follow and subscribe – we’re doing this every month.
Drink of choice:
No Whisky Tasted this Month
You can listen on:
Spotify
Apple
Buzzsprout
YouTube
Disclaimer:
Just a quick reminder, this podcast may contain general advice, but it doesn’t take into account your personal circumstances, needs, or objectives. The scenarios and stocks mentioned in this podcast are for illustrative purposes only, and do not constitute a recommendation to buy, hold, or sell any financial products. Read the relevant PDS, assess whether that information is appropriate for you, and consider speaking to a financial advisor before making investment decisions. Past performance is no indicator of future performance.
Rest to come – watch this space.
