Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.
Episode 8: Macro outlook, Microcap investing & Scorecard review
Volpara (ASX:VHT) confirms guidance
Kiwi breast imaging software specialist Volpara (ASX:VHT) has confirmed it is on track to meet its target for NZ$17.1 million in annual recurring revenue (ARR) for the 2020 financial year. That compares with an ARR of NZ$6.6 million in the previous year, with the recent acquisition of MRS Systems expected to contribute around NZ$6.7 million to the total. At the […]
Reporting Season: What To Look For
Things have been fairly quiet on the corporate news front recently, but that’s about to change in a major way as companies begin to release their quarterly and half-yearly numbers. It’s always a challenging time for investors, who not only need to digest and synthesise a fire hose of information, but also contend with heightened volatility. Anand Sridharan, an investor at Nalanda […]
Computer Says No: a (mis)adventure In Property
Do you like highly illiquid assets that involve significant trade frictions and costs? Do you like dealing with an army of mostly useless, self-serving middlemen? Do you like assets that require extreme leverage and offer pitiful yields? Welcome to Australian property. I’m currently in the process of trying to secure a house, and I need to get a few things off […]