Luke Winchester

Enjoyed this one. It's sometimes hard to squeeze all my talking points into 10 minutes but we got there this time!

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The Merewether Capital Inception Fund returned -2.4% in June as the ASX finished the 2025 financial year strongly, dragged higher by buoyant global markets that continue to shrug off macroeconomic concerns. merewethercapital.com.au/wp-content/upl…

A small cap special is coming your way! What's hot, what's not with two of the best... Dean Fergie, Cyan IM & Luke Winchester, Merewether Captial from 12pm Friday Only on ausbiz.co/3GNj5nz #ausbiz #ASX

Another positive Fund update, this time $CSX.AX confirming 26% revenue growth has been maintained into the 2H. Off a low base, but impressive 45% growth in the US despite weakening USD. No commentary on margins, but if steady the goal of EBITDA breakeven should be reached.

Luke Winchester on his micro cap picks that are gaining traction ⬇️ Watch here: ausbiz.co/44puAuv #ausbiz #asx200 #ThreeStocksFor

Very positive update from Fund position $CCA.AX today. Beating FY25 guidance is nice, but it's FY26 guidance that is most impressive. Scale emerging now, even removing the costs of the now exited US segment, midpoint of guidance assumes $1.4m of $2.2m revenue falling to EBITDA.

42 Investment Ideas (Crowdsourced from X/Substack) 💡 Thanks to all those who contributed. capitalemployed.com/p/40-investmen… @kingdomcapadv @roojoo3 @valuedontlie @karstresearch @PCM_bio @SFarringtonBKC @e_pap4 @Secrets4stocks @CeceCece416 @walststocker @asymetricbets @P14Capital

Going big on the small caps! Our panel will delve into 10 ASX-listed small caps and deliver a #BuyHoldSell verdict: #ausbiz #smallcaps @markgardn @lukewinchester9

Fantastic upgrade from $MXO today. Operating leverage on show with essentially all incremental revenue growth hitting the bottom line. Share price has done well, but still only trades on ~6x cash earnings.

Classic V'landys buzz down to the bunker to try and make sure we get a competitive game!

$SKS.AX trading below where it announced a $100m contract last week. Gotta love microcaps!

Luke Winchester on Two micro caps set to benefit from #tariff turbulence Watch here: ausbiz.co/3RTWdVg #ausbiz #asx200 #SmallCap #StocksToWatch