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

Media reports suggest Private Equity is set to pounce…

Making money in the market is hard. Not just because spotting an undervalued stock is tough, or because you have to stomach the occasional dump. The real challenge, most of the time, is staying sane through the long, mind-numbing stretches where nothing happens and doubt starts whispering in your ear. Understand the following, however, and you’ll be less likely to […]

As the manic rhythm of the ASX begins to settle into its annual summer slumber, it’s a good time to step back from the screens and recharge our batteries. To that end, we’ll be taking a short break from our regular weekly correspondence over the coming weeks as we look to refresh and prepare for the year ahead. While the […]

what does this mean for shareholders?

The term “paradigm shift” is a bit wanky, but every now and then we do genuinely come across something that offers a wholly new way of thinking about and interacting with the world. And when they come along, or even seem to be coming along, they are something worth paying attention to.  That’s because, by their very nature, they’re going […]

Is it time to cut and run?

“To invest successfully does not require a stratospheric IQ, unusual business insights, or inside information,” said Buffett in a foreword to Benjamin Graham’s The Intelligent Investor. “What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding the framework.” According to uncle Warren, factors like habits, character and temperament are what matter most. “What […]

Strawman member Edgescape kicked off a good conversion on Friday, suggesting Occam’s Razor — the idea that we should favour simplicity over unnecessary complexity — was very much relevant to the field of investing. And clearly, other members agreed. It reminded me of a book by Ben Carlson: A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment […]