Emanuel shared his opinion on analysis of the small cap market darlings and dogs with Livewire Markets on their Buy Hold Sell segment

A Transcript is available via the original link HERE

Emanuel shared his secrets to selecting good growth stocks with LiveWire Markets on their Buy Hold Sell segment.

A Transcript is available via the original link HERE

Emanuel was featured on Livewire Markets Buy Hold Sell segment reviewing a number of growth stocks for the next 5 years

A Transcript is available via the original link HERE

Emanuel was recently interviewed by one of Australia's most popular financial podcasts, Money of Mine, sharing his knowledge of investing in Australian Resources.

CHAPTERS // Timestamps

0:08:18 Datt's macro view
0:12:58 Adages for resource investors to live by
0:13:42 Adage #1
0:16:57 Adage #2
0:19:58 Adage #3
0:23:00 Adage #4
0:27:29 Nickel market's massive change
0:35:47 Lithium market dynamics
0:44:30 Can the coal market re-rate?
0:49:46 The iron ore market
0:55:00 Thoughts on EV adoption & tech advancements 
0:57:26 The big risks for WA1 Resources
1:02:33 Adriatic Metals in a critical part of their journey
1:04:21 Global lithium, Metals X, Dreadnaught
1:06:55 Giving some love to gold stocks now

Emanuel Datt, the founder of Datt Capital, shares his plans about the initiation of a new fund focused on small companies. This move aims to leverage the favorable valuations of small caps in comparison to larger ones. Emanuel reveals plans to maintain an inclusive portfolio of 15 to 25 stocks from varied industries with the goal of exceeding the small cap accumulation index. The fund will direct its investments towards stocks offering a high likelihood of substantial capital growth in the long term. His expectation is high that more prominent institutional investors would channel funds to small caps leading to increased liquidity. Emanuel mentions companies like Adriatic Metals (ADT) and Eroad (ERD) which, in his opinion, hold prospects for significant future return.

​Emanuel Datt from Datt Capital sheds light on the impacts of the RBA's second straight hold on cash rates and his views on the trajectory of the stock market. Emanuel expresses his viewpoint on the market's response to the RBA's hold and suggests that the stability could foster confidence and provide a positive outlook for the markets.

He believes more immigration to Australia, potentially around 700,000 new immigrants over the next two years, could stimulate several sectors, including education, health, retail, and real estate.

Emanuel underscores that these new immigrants will aspire for the high Australian standard of living, thereby providing an opportunity for these sectors. When asked about his favored sectors, Emanuel identifies health, retail, and real estate, pointing out his interest in smaller caps due to the large differential in valuations between them and larger cap stocks.

In particular, he mentions companies like Pacific Smiles Group, which dental services, and retail names like Myer and Premier Brands, he sees opportunities in companies capable of passing through price increases due to the elevated inflation environment.

Finally, Emanuel discusses the potential winners and losers of the upcoming reporting season and anticipates an increase in M&A activity across various sectors.

Emanuel was recently featured on 'The Rules of Investing Podcast' by Livewire Markets.

Investing hasn’t been easy these past few years amid a pandemic, soaring inflation and monetary tightening. The ASX200 did 1.4% in 2020, 17% in 2021 and then -1% last year. Hugely volatile. 

But it's in times like this when the cream rises to the top. As most fund managers struggle to match the benchmark, Datt Capital’s Absolute Return fund has returned an enormous 25% per annum over the last three years. It's a staggering performance that most fund managers would give their left arm to get.

In this week's episode of The Rules of Investing, Livewire's David Thornton speaks to Emanuel Datt, founder of Datt Capital. Datt’s modest demeanour belies the rockstar performance he’s generated.   

Not one to rest on his laurels, though, he’s about to launch a new small-cap fund that seeks to outperform the Small Ordinaries Index by 5% per annum. While the fund may be new, Datt's experience with small cap stocks certainly isn't - he bought market darling Afterpay at $6, long before it became Australia's largest ever takeover at a cool $39 billion. 

Datt discusses:

• the processes and investments that netted the absolute fund such stellar numbers;
• how he found Afterpay;
• why he believes now is the time to get into small caps; and
• the investment opportunity he sees in rare earths. 

Note: this episode was recorded on Tuesday May 16, 2023

Timestamps
1:50 - The man behind Datt Capital
3:20 - Opening up shop
4:30 - Achieving 25% p.a.
7:30 - Rare earths
12:00 - The opportunity in small caps
19:00 - The sectors leading small caps
21:00 - Spotting Afterpay
24:00 - Red flags
27:00 - Finding sustainable companies
30:10 - Inflation can't be understated
31:20 - Winning big with Adriatic Metals (ASX: ADT)

Emanuel was recently interviewed by Alan Kohler for the Eureka Report sharing the rationale behind launching the Datt Small Companies Fund and the opportunity he sees in small caps at this stage of the market cycle