Some more interesting reading with the microcap managers posting their latest reports:

https://www.merewethercapital.com.au/wp-content/uploads/2025/02/MC-Jan-25-Report.pdf

https://dmxam.com.au/dmxcp/jan-2024-monthly-report/ (the link says 2024 but it's the 2025 report)

https://dmxam.com.au/dmxasf/jan-2025-monthly-report/

https://tamim.com.au/australia-all-cap/australia-all-cap-report-archive/australia-all-cap-january-2025-monthly-report/

https://cdn.prod.website-files.com/6732699ce407280601c29a18/67ac437ac33e77927cadb274_LSCF%20January%202025%20Monthly%20Letter.pdf

https://hotcopper.com.au/threads/ann-sb2-investment-report-nta-update.8444049/#post-77844918

Thanks! never had a compiled list but will want to add this to the "to read" list.

Maybe on another day/topic - a global reading list? e.g. i always hear alot about Nick sleep, reading the nomad letters, and a few of the other prominent US and global figures (outside of the typical annual buffet read recommendation).

ON a value tilt side i sometimes like to see what Steve Johnston at Forager funds is doing too on their latest update. Previously intelligent investor from memory?

Edit- is there a way to favourite or "save" down posts like these yet for future reference? I can only see an "abuse " flag reporting button - if not may I please add this to the "hope to have" functions list @Strawman ?

Yes, it's a good idea @SaberX

I'll add it to our wish list

April was a wee bit volatile (in case you didn't notice), so it's interesting to see what a few of the microcap fund managers had to say in their latest reports:

DMX Asset Management - a few SM faves incl. AHC, PPL, KYP, ABV, RZI, SEQ etc:

https://dmxam.com.au/dmxcp/apr-2025-monthly-report/

https://dmxam.com.au/dmxasf/april-2025-monthly-report/

Merewether Capital - Luke Winchester (Wini) - AHC, AER, CCA, KNO, LBL, XRF:

https://www.merewethercapital.com.au/wp-content/uploads/2025/05/MC-Apr-25-Report.pdf

Saville Capital:

https://savillecapital.com/wp-content/uploads/2025/05/Saville-Capital_Fund-Update_April-2025.pdf

Intelligent Investor - Growth Fund:

https://cdn-blob.investsmart.com.au/distributions/documents/portfolio-performance-updates/2025/03-mar-25/2025-03-31%20Quarterly%20Update-IIGF.pdf?_gl=1*y9d6v2*_gcl_au*ODIxNTY5OTg4LjE3NDEwMzg3Nzc.*_ga*NDE2Mjg3NjcyLjE3NDEwMzg3Nzc.*_ga_BLM1X4J2P8*czE3NDc0NDc2Mjkkbzc1JGcwJHQxNzQ3NDQ3NjI5JGo2MCRsMCRoMCRkQy1zY0d3STZCNlZ0UEFQbUtCNy02UmZOVVBlNlZFN2phQQ..