Episode 11: Audinate, Volpara, Dicker Data, locality Planning and listener mailbag

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.

General

The Stimulus Delusion

Modern economics is littered with ideas that are, frankly, wrong. Not obviously so, which is partly why they are so hard to kill. That, and the fact they tend to be politically comforting, at least in terms of their intended outcomes. That those outcomes would indeed be nice if achieved, and often come from the best of intentions, is not […]

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Have Nearmap (ASX:NEA) shares stopped dropping?

Value, or value trap?

General

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 […]

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Confessions of a Bitcoin convert

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 […]

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Write-downs & Letdowns

I’ve had a tough time of late with my home broadband provider, Optus. The details are too painful (and boring) to recount, but let’s just say that after 10 days without internet, I’ve learned the true meaning of “on hold.” Rather than scream into the void, I decided to channel my rage productively: digging into Optus’s financials. If it sucks […]

General

Eyes Forward

At bottom the ability to buy securities – particularly common stocks – successfully is the ability to look ahead accurately. Looking backward, however carefully, will not suffice, and may do more harm than good.” — Benjamin Graham The financial statements can tell you a great deal about a company, and any serious investor ignores them at their own peril. Revenue, margins, […]