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News & Insights

8 June 2023

It’s been 11 months since this portfolio manager invested in Pilbara Minerals and Lynas. This is what’s next

Livewire interview with Stephen Wood covering various battery material related commodities…

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18 April 2023

What to do about Stock Based Compensation?

Victor Gomes explains the potential return of Stock Based Compensation (SBC) to its origin of tech start-up land in the not-too-distant future.

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12 January 2023

2023 – The year of H.O.P.E?

The acronym HOPE points to a sequence of data typically preceding an economic downturn. In this theme piece we look at some data that suggests that we may be half way through HO-PE already.

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1 December 2022

Devil takes the Hindmost

Eiger’s Stephen Wood, Principal and Portfolio Manager, presents ‘Devil takes the Hindmost’, which covers the history of commodity booms to present day including our current obsessions.

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23 November 2022

Small Caps. Big Ideas.

In this webcast, Stephen Wood presents his high conviction stock idea backed by fundamental and technical analysis alongside a panel of experts in small cap investing.

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18 October 2022

There’s no such thing as a free (delivered) lunch!

Food delivery services experienced huge uptake during the various lockdowns. Nick Bucher takes a look at the commonality amongst these gig-economy businesses.

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6 July 2022

The Devil Takes the Hindmost

Speculation in commodity prices and the wave of hype that comes with it is not a new concept. Eiger discusses the fluctuation in prices of commodities and materials.

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13 May 2022

Profiting from IPOs

Do IPOs in Australia provide a good return for investors? Stephen Wood shares Eiger’s view.

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31 January 2022

How does our process take advantage of early stage ideas?

We explain why the highest alpha opportunity does not necessarily equate to the biggest portfolio holding.

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