Keith McLachlan

Investment opportunities in the small cap space

Small cap analyst Keith McLachlan revisits some older calls.

Renewables, new coal and gas-to-power IPPs – quo vadis?

At this point, the future remains uncertain.

SA retail is in trouble

Retailers have been growing their own debt-levels and gearing's been exploding, while ROE has been falling.
Moneyweb Investor

Read results like an analyst

A basic guide.

Potential pair trades in small- and mid-caps

In a way, long a small cap and short a blue chip is a classic play against the former’s likely superior growth rate.

Why small caps are safer than the Top 40

The stats show that over the past few years, the smaller a listed company is the (on average) less risky it is.

The proof is in the pudding

Taste Holdings vs Grand Parade.

A fast growing and apparently undervalued company

Keith McLachlan shares his views on small cap CIL.

Small caps: five lessons learnt

Investing in illiquid small caps is a long-term game.

Why I don’t (often) invest in turnarounds

Keith McLachlan lists the 'death list' of companies in turnarounds.

Adapt IT’s acquisition-led strategy pays off

Turnover up 34%; headline earnings increase 55%.

Why invest in small caps?

Small details can make a large difference to your portfolio returns.



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