This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property (Bingo, Amalgamated Holdings and McGrath, among others).
Episode 14: Altium, 1300 Smiles and stocks feeling property pain
Being too early is the same as being wrong (or is it?)
They say that in investing, being too early is the same as being wrong. There’s a lot of truth to that — especially when it comes to things like shorting — but I’m not convinced it applies to growth investing. At least, that is, when the potential upside is large enough. If, after buying a stock, it goes sideways for […]
The Best Asset Class, The Hardest Journey
According to Vanguard, here’s what the various asset class returns look like since 1991: Kind of what you’d probably expect; the further you move up the ‘risk spectrum’ the better the average returns. Sure, the differences don’t appear huge, but they add up over time. But you know this. It’s no doubt part of the reason you’re here. So this […]
Serko (ASX:SKO) shares continue to soar
Travel tech company Serko (ASX:SKO) has seen its shares climb around 37% since it joined the ASX in June last year, but the business seems to have remained under the radar for many investors. So, what does the business do, and is it worth buying? Kiwi know-how Founded in 2007, and listed on the New Zealand Stock Exchange (NZX) since […]
Baby Giants Podcast
Join us as we chat about the wild, weird, and whacky of small cap investing, all while searching for those precious few fast-growing businesses that have a shot of becoming industry giants. You can find the full catalogue on the Baby Giants website, on Spotify, or anywhere good podcasts are found. Also, be sure to follow us on twitter. © […]