Episode 13: Paragon, Nearmap, Kip McGrath and preparing for earnings season

Shares in fast-fashion jeweller Lovisa (ASX:LOV) have been on a tear so far this year, having roughly doubled since January. And not without good reason — sales are growing well and the business continues to roll out new stores at a solid clip. The question, of course, is whether it’s too late to buy. What does Lovisa do? Lovisa is […]

What all investors should know

The Australian share market has lost close to 30% in just three weeks. That’s something we’ve seen only a handful of times in all of history. It’s far from an irrational move either, when you consider just how quickly the coronavirus pandemic has escalated. Consider this: Entire countries have gone into lock down Infections are continuing to grow at an exponential rate […]

A recent article in the AFR proclaimed “Small caps are ripe for a comeback“, citing the relative underperformance of this space in recent years, and the potential for easier credit conditions later in 2024. It’d certainly be welcomed by those of us that play in this space. As discussed below, the Strawman Index has kept pace with the broader market […]

Health food is a booming industry

By themselves, stock tips are largely worthless…

…or are we already there?

Are shares still good value?