Episode 16: More results — Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?

What are the pros and cons for shareholders?

Tune into any results call and you’ll hear plenty of smart-sounding questions (and a lot of alpha-male signaling). What you almost never hear are the questions that risk making someone look silly — even when they’re the ones that are really worth asking.   Technical, sophisticated questions are great for showing off, but it’s the simple, ‘dumb’ ones that really crack things […]

Of the many challenges that investing brings, the emotional ones are arguably the hardest. There’s little value in being the smartest person in the room if you can’t muster the necessary discipline and temperament to face the chaos of the market. One of the more prickly behavioural challenges we face is the inertia of our beliefs. We tend to be […]

This week, we discuss Paragon’s (ASX:PGC) profit downgrade, Nearmap’s (ASX:NEA) stellar performance and why Kip McGrath (ASX:KME) is Claude’s second largest position. Plus, Matt takes us through how he likes to prepare for earnings season, and why it matters.

A first mover in technology, Webjet is looking to further improve margins with blockchain tech

What is a share really worth?

If you’re a technophile, there’s a fast expanding array of things to get excited about. Synthetic biology, robotics, materials science, artificial intelligence, nanotechnology, quantum computing & (more recently) superconductivity are some of the more promising domains where very real progress is being made. Once in a species breakthroughs no longer feel as far fetched as they used to. And progress […]

January 2019 Although the start of a new calendar year doesn’t really hold any special significance for investors, the relative dearth of corporate news makes it as good a time as any to reflect on your investments. And, if necessary, undertake a bit of course-correction. The fact is, no mater how carefully you build your portfolio, it will inexorably evolve […]