Latest / Equity Mates Investing Podcast
Andrew Page on small caps, AI & changing his mind on Bitcoin
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.