Episode 9: Integrated Research, Xref and Mailbag

…or are we already there?

Millions of people around the world regularly suffer through a terrible night’s sleep due to various medical issues such as sleep apnoea. Poor sleep is a widely acknowledged contributor to poor attention, diet and productivity – not to mention the declining sanity of its sufferers – so many companies are understandably on the lookout for the holy grail of treatments. […]

Trump’s trade war is dumb in almost every way. The tariffs are crude, cruel, and unfair. The execution is clumsy, and the rationale behind it, at least as presented, is vapid. The economic fallout will likely be painful. But whether he knows it or not, he’s grappling with a real problem. One that’s been building for years. One that was […]

This week, Matt picks through the crypto wreckage — are there bargains to be had now the bubble has popped? Also, Andrew walks us through Woolworths’ massive share buy-back and the boys talk though some of the ways companies can manipulate their accounts, and how investors can spot a few red flags.

In a 2014 interview, Lloyd Blankfein, then CEO of Goldman Sachs and part-time Bond villain lookalike, was asked a simple question: How far into the future can you see? Now, given Goldman’s reputation for spotting market trends before most, you’d expect a confident answer.  Instead, Blankfein deadpanned: “I don’t think I could see four inches into the future.” Not exactly […]

Why did Cimic shares fall today?

Negative cash flows usually set off alarm bells for investors, and for good reason. At the end of the day cash is the lifeblood of a business. Still, a closer look at things may just reveal a company that is sensibly investing in its future growth. If you can go beyond the surface-level numbers, and build some confidence in the capital allocation decisions of […]

After steadily climbing the Strawman company rankings, New York based LiveTiles (ASX:LVT) has just qualified for entry into the Strawman index. If history is any guide, that’s a very bullish signal… Comprised of the most popular recommendations from our community of investors, the Strawman Index has delivered market beating returns since inception: What does LiveTiles do? LiveTiles is a software […]