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In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8).
Plus, we open the mailbag to answer some listener questions.
In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8).
Plus, we open the mailbag to answer some listener questions.
We love our small caps here at Strawman. And not without good reason. The trouble is, at least according to conventional wisdom, that things are far riskier in that space. Perhaps that’s true, to some extent, if by risk you mean volatility. And it’s not an unfair characterisation if you assume, as many do, that “small cap” must mean pre-revenue, […]
When it comes to business success, growth is often seen as the ultimate goal. Increasing revenues, expanding market share, entering new markets — these are the metrics by which many companies measure their progress. But as renowned strategy expert Michael Porter argues in his influential Harvard Business Review article “What Is Strategy?”, the pursuit of growth can often undermine the […]
Here’s a controversial take: to score the really big wins on the share market, you should disregard much of the so-called fundamentals. Not that key financial metrics are unimportant. Things such as sales, cash flows and the structure of the balance sheet provide invaluable insights into the nature of a business — and if they reveal an entity that is viable, growing […]
In preparing for this week’s update, I was considering rehashing an older piece I’d written a few years back. Why not? All the big ideas in investing are timeless and as relevant today as when they were first conceived. (More to the point, I was running desperately short on time and — as usual — was struggling to think of something original […]
They say stocks take the stairs up, but the elevator down. That is, gains are steady and incremental, but losses tend to be sudden and sharp. That’s generally been true for billing software developer Hansen Technologies (ASX:HSN), though earlier this month the share price seemed to catch a rocket: Igniting the boosters was news that Hansen had acquired Canadian catalog […]
So I’m long Bitcoin. It’s a bit uncomfortable to admit, because there’s such wide scepticism concerning crypto among a lot of smart people. And it’s hard to deny there’s a huge amount of hype and speculation surrounding the whole affair. I’m sure a lot of people will get burnt. Back in 2017 when Bitcoin first came to global attention, I […]