Next Investors logo grey

FAQs


What are your thoughts on <insert stock>?

We look at every stock suggestion and recommendation that is sent in by our readers.

These suggestions move to our due-diligence backlog and are reviewed by one of our analysts.

Due to the amount of stock suggestions and recommendations that we receive every week we cannot provide our opinion on each one directly - we are still a small team.

Do you have a conflict of interest in the companies featured in your articles?

Our primary business objective is to generate long term returns from our Investment Portfolio.

Because we hold investments in the companies featured in our articles, we have a vested interest in the performance of the company over time.

In order to keep our newsletter free, we offer an exclusive service to the companies we are invested in, where we will share our research, analysis and investment journey in the company with our subscribers.

We may charge the companies a fee for this service, which is used to cover our operating costs including of our analysts and writers.

This fee may include being paid in the securities (shares) of the companies we provide commentary on.

On each article / publication, we disclose the securities held in relation to a particular company that we provide commentary on.

Refer to our Disclosure Policy for information on our self-imposed trading blackouts, hold conditions and de-risking (sell conditions) which seek to mitigate against any potential conflicts of interest.

Do you ever entirely exit the positions in your portfolios?

You can find a list of the stocks we have exited here: https://nextinvestors.com/bottom-drawer-portfolio/

Do you provide BUY, SELL or HOLD recommendations?

We will never issue buy, sell or hold recommendations.

We share our commentary on the execution of our own investment strategy and the company’s progress against our “Big Bet” and Investment Memo.

The information is prepared without taking into account any of your objectives, financial situation or needs. Please consult your own professional advisers regarding the suitability of information available before making any investment decisions.

For general investing strategies we recommend reading our Beginners Guide to Investing in ASX Listed Small Cap Stocks.

Why Is Your Service Free?

Our business model to secure long term returns on investments across a small cohort of quality ASX listed micro-caps.

We publish and share our update articles and research and for free

Companies we are invested in can pay us a fee to publicly share our commentary on how our investment is progressing.

Is There A Paid Service Where I Can Get Your Update Articles Before Everyone Else?

No

If I give you money, can you invest it on my behalf?

No, we are not authorised to invest on your behalf.

Why has <Next Investors Stock> price declined since I purchased it?

Share prices go up and down depending on many factors.

Some of our investments spend months below the price where we invested, and some never go back above our investment price. This can and will happen in small cap investing.

Our investment strategy is to achieve long term returns across a diverse portfolio of high-risk, high-reward small cap investments by achieving 1,000% gains on a few companies to materially exceed losses on underperforming investments.

As long term investors with a diversified portfolio, we don’t focus on monthly price fluctuations. Our goal is to invest in companies that can achieve a sustained share price re-rating over the medium to long term.

How do I buy the stocks in your portfolio? How do I do this if I am overseas?

There are many online trading platforms available or you can engage the services of a stock broker.

We suggest consulting a professional advisor before making any investment decision.

What is your investment strategy?

Our investment strategy is to achieve long term returns across a diverse portfolio of high-risk, high-reward small cap investments by achieving 1,000% gains on a few companies to materially exceed losses on underperforming investments.

The investment strategy for each individual stock can be found on the Investment Memo published on stocks’ individual company page.

We may increase our position in a stock after we Initiate Coverage on a company if the company delivers on its promised strategy over time OR if the company is trading at lower levels in a bear market.

This is subject at all times to our self-imposed trading blackouts, hold conditions and de-risking (sell conditions).

The investment strategies that we generally adopt are covered in our Beginners Guide to Investing in ASX Listed Small Cap Stocks.

What is your past track record?

You can see our past performance on stocks that are currently in our Portfolio on our home page.

You can find the list of past investments in our “Bottom Drawer” portfolio.

What assurances do readers have that you don't sell your stock right after you send an email?

After we send an update email about a stock, we have a self imposed 3 day trading blackout.

In addition, we have a 90 day trading blackout after we Initiate Coverage on a stock and further self-imposed escrow conditions which you can read about here: Disclosure Policy.

How much money should I invest in a company?

Any investment decision you make should be based on your own current financial objectives, situation, needs, and risk profile.

Always consult your own professional advisers regarding the suitability of information available before making any investment decisions.

Got any more questions?

Visit our Trust Centre orContact Us page.

This page was last updated in December 2022