Andrew pitches microcap SaaS business Envirosuite (ASX:EVS), Claude bets against ooh Media (ASX:OML) and Matt talks about a kiwi start-up that’s shooting stuff into space.
Episode 7: Envirosuite, ooh Media and Rocket Lab
Hairy Businesses
Every business, no matter how wonderful, has a few hairs on it. And if you don’t think that’s true, it’s only because you haven’t looked hard enough. But some hairs are, well, hairier than others. It’s not ideal to see the CEO of one of your favourite companies sell shares right before an opportunistic capital raise, but that may be more palatable […]
The Best Investment Approach
There is no one ‘right’ way to invest. Even if there were, somehow, a way to prove the superiority of a particular approach, it’s not worth much if you lack the wherewithal to execute it. And it’s not necessarily a question of ability; temperament, time, experience, resources, personal interest, and many other things besides, are also important. The best investing […]
Is it time to buy LiveTiles (ASX:LVT) shares?
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 […]
Patience Pays
Investing is hard*. Success as a stock-picker requires, among other things, a decent understanding of business, accounting, economics, finance & psychology. It requires discipline, objectivity and emotional fortitude. Most important of all, successful investing requires time. A lot of it. Time to educate yourself. Time to do research. Time to manage your portfolio. And, perhaps hardest of all, time to […]
How to prepare for the next crash
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 […]