Small Caps
Small-cap investing explained plainly. What they are, how they work, and how to approach them.
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
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: what a loss means in pounds
Understand small-cap position sizing with worked examples of portfolio losses, price gaps and shared risks. See why a planned exit…
Small-cap RNS warning signs: what changed since the last update?
Compare small-cap RNS updates for changed deadlines, missing figures and funding conditions. Learn what the evidence shows, and what it…
Why some small-caps lose both their retail and institutional investors at once, and what that tells you about management
How small-cap companies lose retail and institutional investors through poor communication, and what register composition reveals about management quality.
Tracking institutional investors in small-caps: how to read what their moves are telling you
How to use UK TR-1 filings and DTR 5 disclosures to track institutional investors in small-caps and read what the…