Investors looking for growth potential often find their best opportunities outside the ASX100. With many stocks and sectors overvalued, and others crunched by Covid, how do you find the next big thing?
DNR Capital portfolio manager Sam Twidale talks about the potential in small caps, including:
- Which sectors are most likely to perform as domestic and international borders reopen
- Why the electric vehicle story is not going away, but there are safer plays than Tesla
- Long term trends and which small companies are likely to benefit, and
- When to sell in frothy sectors like buy now, pay later.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.