Cameron Oliver
The CFO test: what finance leadership tells you about a small cap
How finance leadership can reveal whether a small-cap story is being run with discipline.
Pre-revenue small caps: why normal valuation rules often fail
Pre-revenue small caps are valued on evidence, funding and milestones, not normal profit ratios. Here is how to test the…
Placings in small caps: what the discount tells you
Placings in small caps can tell you a lot about funding pressure, dilution and investor appetite. Learn what the discount…
Cash runway in small caps: how long does the company have?
Cash runway in small caps shows how long a company may last before more funding is needed. Learn the checks…
Small-cap sector checklist: questions before you invest
A small-cap checklist helps investors test sector risk, funding, dilution and management claims before a tempting investment story takes over.
Small-cap sector checklist: questions before you invest
Small-cap sector checklist for biotech, tech, mining and oil and gas investors, with practical questions to test risk before investing.
Three small-cap investing philosophies that still matter
Lynch, Royce and early Buffett show three small-cap investing philosophies: understandable growth, quality value and neglected assets for research.
VCTs, EIS and factor-based investing: the tax-efficient and quantitative routes into small-cap exposure most investors overlook
Most investors who want small-cap exposure open a brokerage account and start picking stocks. A smaller group opts for an…
Position sizing in small-caps: how much to put in, when to add, and the one habit that stops a single loss wrecking everything
Position sizing in small-cap investing: when to go big, when to stay small, and the one habit that separates good…
The language of small-cap decline: how to read an RNS announcement when something is going wrong
Most investors read RNS filings for data. The ones who read them for language see decline coming. Here is what…