Episode 10: Australian property, selling Class and buying Webjet

Are shares now good value, or a value trap?

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.

There’s an old (and quite unscientific) investment principle called the ‘rule of five‘ which states that for every five stocks in your portfolio, one will significantly outperform the market, three will more or less match it, and one will…well, it’ll suck. Badly. Overall, that makes the whole business of portfolio management seem rather futile. If the end result is pretty much a wash, […]

One of history’s most reliable recession indicators just flashed red, so what does that mean? Plus, we outline the investment case for (and against) Readcloud (ASX:RCL). We compare Hansen with Wisetech, and ask why the market values these two seemingly similar companies so differently. And, finally, we give a short lesson in valuation. For more great content, please visit us […]

A recent article in the AFR proclaimed “Small caps are ripe for a comeback“, citing the relative underperformance of this space in recent years, and the potential for easier credit conditions later in 2024. It’d certainly be welcomed by those of us that play in this space. As discussed below, the Strawman Index has kept pace with the broader market […]

This week, we revisit Wisetech (ASX:WTC) following its cash grab; should investors participate in the capital raise? Also, we run the ruler over water specialist Fluence (ASX:FLC) and we ask whether fan favourite ProMedicus (ASX:PME) is now too expensive. Plus, we talk about the pros and cons of using leverage, why position sizing is so important to your returns and […]

Is it time to cut and run?