Ausbiz – Small cap stock picks and feature interviews

10 Feb 2022

Experience Co ready for reopening | Is cash king? on ausbiz


Fundie Dean Fergie tells us sometimes, cash is king. But beyond that we discuss why Pinnacle (PNN), Magellan (MFG), VGI Partners (VGI) and GQG Partners (GQG) are having a tougher time of it as of late, and whether there are any lessons for small cap investors. Dean weighs in on Meta’s results, and why it’s got him even more enthusiastic about a small Aussie tech company called XPON (XPN) Dean also tells us whether Playside (PLY) is investable in his books…