“There’s always a bull market somewhere in small caps” - Tobias Bucks

<p>If the last decade was about buying growth at any price, this episode is a reminder that valuations still matter. Tobias Bucks (Ausbil) returns to Equity Mates to explain why the next winners may come from overlooked global small caps tied to electrification, defence, data centres and the rebuild of the grid.</p><br><p><strong>In this episode:</strong></p><p><strong>0:00</strong> What Tobias has changed his mind on</p><p><strong>3:14</strong> Growth investing biases and why valuation matters</p><p><strong>9:04</strong> Where the bull markets still exist in small caps</p><p><strong>12:04</strong> AI infrastructure boom: …