Episode 10: Australian property, selling Class and buying Webjet

There’s a growing sense of discontent today, and not unreasonably so for those who feel the system has let them down. And, let’s be real, it has let a great many people down. Unless you have outsized earning power, or have built up a decent portfolio of assets, life is getting increasingly difficult. And even if you do, life isn’t […]

Are shares now good value, or a value trap?

Big technological and structural shifts tend to hide in plain sight. When they do finally draw some attention, they tend to look like exaggerated hype. And most of the time that is exactly what they are. Even when a genuine shift is underway, progress feels painfully slow. The promise is always a touch out of reach. Something shinier shows up, […]

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.

It wasn’t a great week for the market, with the All Ordinaries dropping a further 3% from its August all-time high. And there’s plenty of reasons to be nervous.  The US Federal Reserve is winding back stimulus and signalling higher lending costs. China — our largest trading partner — is facing a potential credit squeeze and property market slump, while trade […]

Are shares good value?

Navigating the hype surrounding a new technology is one of the trickier challenges we face as investors. It’s not so much about spotting the affinity scams and over-promotional rubbish; you learn to identify those quickly, especially if you’ve been bitten before. Nor is it even about sensing a technology’s legitimate potential. Eventually, if you’re paying attention, you can get a decent […]

Environmental monitoring company Envirosuite (ASX:EVS) saw shares explode higher today, after the company released details of a strategic agreement to enter the lucrative Chinese market. The company has agreed to sell Mr Zhigang Zhang — described as a prominent leader in the Chinese environmental protection sector, and General Manager of Beijing BHZQ Environmental Engineering Technologies Co. — 50 million shares […]