About this episode

Andrew Page discusses Australian small caps, Bitcoin, and the impact of AI on his investment strategies.

Andrew Page (Founder, Strawman ) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his research process, and why one painful lesson from Pro Medicus changed the way he thinks about holding great investments. Then, Andrew explains his remarkable reversal on Bitcoin and why it remains his highest-conviction position. In this episode: 00:00 Introduction 03:55 Small Caps and Conviction 07:44 Finding Winning Investments 14:00 Building a Better Process 18:19 AI Changes Investing 23:41 Andrew’s Small-Cap Pick 29:44 Investing in the AI Boom 35:15 Why Adrad Could Reprice 38:36 Andrew’s Bitcoin Thesis 43:41 Bitcoin Versus Gold 47:03 Bitcoin’s Long-Term Future Stocks & ETFs mentioned: Adrad Holdings (ASX: AHL), Pro Medicus (ASX: PME), Stealth Group Holdings (ASX: SGI), BHP Group (ASX: BHP), Commonwealth Bank (ASX: CBA), Nvidia (NASDAQ: NVDA), Xero (ASX: XRO), News Corp (ASX: NWS), DroneShield (ASX: DRO), Bitcoin (BTC), Gold ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation…

People in this episode

Guest: Andrew Page

Topics covered

• small caps
• Bitcoin
• AI in investing
• investment strategies
• market opportunities
• research process

Keywords

• small caps
• Bitcoin
• AI
• investing
• Pro Medicus
• Adrad Holdings
• investment process
• market volatility

Mentioned in this episode

Organizations: Strawman

Products: Bitcoin, Adrad Holdings, Pro Medicus, Stealth Group Holdings, BHP Group, Commonwealth Bank, Nvidia, Xero, News Corp, DroneShield

Places: Australia

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