# Where Growth Begins: Understanding Micro, Small & Mid Caps on the ASX

Page: https://stenobird.com/podcast/shares-for-beginners-241998/where-growth-begins-understanding-micro-small-mid-caps-on-the-asx
Text version: https://stenobird.com/podcast/shares-for-beginners-241998/where-growth-begins-understanding-micro-small-mid-caps-on-the-asx.md
Podcast: [Shares for Beginners](https://stenobird.com/podcast/shares-for-beginners-241998)
Published: 2026-04-07T22:39:31+00:00
Episode link: https://www.sharesforbeginners.com/blog/jack-briggs-ellerston
Audio file: https://sphinx.acast.com/p/acast/s/shares-for-beginners/e/69d58727e257f11e0327d35d/media.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/shares-for-beginners-241998/episodes/where-growth-begins-understanding-micro-small-mid-caps-on-the-asx
Duration seconds: 2425

## Resource

In this episode I chat with Jack Briggs , Portfolio Manager at Ellerston Capital , to unpack the world of micro, small and mid‑cap investing on the ASX. Jack explains how professionals analyse companies outside the ASX 100, why these sectors are often under‑researched , and how deep fundamental work can uncover opportunities the market has missed. We explore current themes including electrification , data centres , and the early impact of AI on software businesses - plus how Ellerston constructs a 25–40 stock portfolio with a clear margin‑of‑safety framework. If you want to understand how pros find growth before the crowd, this episode is for you. Episode Blog Post: https://www.sharesforbeginners.com/blog/jack-briggs-ellerston 📈 CHECK OUT THESE INVESTING TOOLS:  🌎 Level up your investing with Sharesight , Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan 🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now 🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE . Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light 🌎 T ykr - Stock Investing for Beginners . Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit https://www.sharesforbeginners.com/tykr or https://tykr.com/?red=finpod and use the coupon code SAVE30 for your 30% discount. Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/shares-for-beginners-241998/episodes/where-growth-begins-understanding-micro-small-mid-caps-on-the-asx/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/shares-for-beginners-241998/where-growth-begins-understanding-micro-small-mid-caps-on-the-asx.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.