Episode 10: Australian property, selling Class and buying Webjet

Environmental monitoring company Envirosuite (ASX:EVS) saw shares explode higher today, after the company released details of a strategic agreement to enter the lucrative Chinese market. The company has agreed to sell Mr Zhigang Zhang — described as a prominent leader in the Chinese environmental protection sector, and General Manager of Beijing BHZQ Environmental Engineering Technologies Co. — 50 million shares […]

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Consisting of over 2100 individual companies, the Australian share market has a few interesting features. One of the first things a curious investor might notice is the significance of the major banks. There are only 21 businesses on the ASX classified (loosely) as banks, but the ‘Big 4’ — CBA, NAB, ANZ and Westpac — are the clear standouts. Combined, […]

The market always offers up something of a mixed bag each results season but, on balance, at least among the most popular stocks on Strawman, what we’ve seen so far has been rather encouraging. Not so much in terms of the immediate market reaction — though we’ve certainly seen some big moves — but in terms of what these numbers say […]

One of the great things about equity investing is that you can be extremely fussy. You don’t need to buy hundreds of stocks. A dozen or so can give you solid diversification, provided they’re not all marching to the same beat. And you’ve got literally thousands of candidates to choose from. Tens of thousands, if you’re happy to look offshore. But […]

This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property (Bingo, Amalgamated Holdings and McGrath, among others).

Reporting season is a busy and often stressful time for investors. There’s a deluge of information to digest, synthesise and (potentially) react to. And all at a time when the broader market is responding in significant, and oftentimes unexpected ways. Well, I’m here to tell you that it doesn’t need to be this way.  The reality is that you’re never going to […]

Medical imaging software provider Volpara (ASX:VHT) has delivered another set of strong results today, reporting financial results for the six months ending 30 September, 2019. Total revenue surged 197% to NZ$6.8 million, with subscription revenue up 148% to NZ$5.2 million. At the end of the period, Volpara’s level of annual recurring revenue was NZ$15.7 million, up from just NZ$4.8 million […]