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Insights

16 September 2020

Afterpay’s a sell for these big, small and global managers

Afterpay’s a sell for these big, small and global managers. This article was originally published on Livewire.

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10 September 2020

Fundies unconvinced on Afterpay and other buy now, pay later stars

Top fund managers say the prospects for the buy now, pay later sector are bleak and some of the hottest names are overvalued. This article was originally published on Australian Financial Review.

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21 August 2020

Livewire Buy Hold Sell: 5 pandemic-proof small caps

Victor Gomes discusses the small-cap stocks that are marching to the beat of their own drum.

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18 August 2020

Digging for gems in the commodities market

Victor Gomes discusses his process for picking resources stocks and his highest conviction plays in the sector right now.

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14 August 2020

Livewire Buy Hold Sell: 5 small caps with rock solid dividends

Victor Gomes joins Livewire’s Buy Hold Sell to discuss small cap stocks offering solid and sustainable dividends.

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15 July 2020

Managing Risk in Small Caps

The Eiger team discuss whether the standard industry method of risk management works well for small cap portfolios.

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4 June 2020

Building a rock solid balance sheet

Victor Gomes shares his view on the most important elements to focus on when assessing the strength of a company’s balance sheet.

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Gold bars
12 May 2020

Repositioning our gold exposure

In this update we detail why we’ve increased our exposure to gold and the three gold names we think have a chance at increased earnings.

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21 February 2020

A transformational year for Bingo

Stephen Wood discusses Bingo Industries following the announcement of their results.

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