EP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital Advisors
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EP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital Advisors
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Narrated by:
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About this listen
In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor is joined by Eric Almeraz from APIS Capital Advisors, Eric offers a window into the world of global small caps, where 90% of listed companies live.
Eric shares his thoughts on:
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How to spot value and avoid traps in a universe of 19,000 stocks, many of which they think are under-researched and mispriced.
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Why small caps are a goldmine for shorting, with themes like Chinese renewables and broken growth stories - companies that are over-earning or benefiting from temporary booms.
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What makes a contrarian view profitable, and how APIS used deep research to uncover a multi-year opportunity in overlooked tech.
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How regulation is reshaping industries, with real-world examples.
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Why AI isn't just hype, discover how AI is impacting investment strategies.