Episode 10: Australian property, selling Class and buying Webjet

Here’s a controversial take: to score the really big wins on the share market, you should disregard much of the so-called fundamentals. Not that key financial metrics are unimportant. Things such as sales, cash flows and the structure of the balance sheet provide invaluable insights into the nature of a business — and if they reveal an entity that is viable, growing […]

There’s a lot of distance between broad, abstract investing concepts and placing actual trades with your hard earned. 7 Powers: The Foundations of Business Strategy by Hamilton Helmer makes a good attempt at focusing the investor’s attention on the things that matter, and putting it in a way that feels a bit more actionable. It’s basically a book about ‘moats’, as Buffett would call them, […]

This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession…

This under-the-radar SaaS stock has had a cracking run in 2019, but is it too late to buy?

What all investors should know

Strong growth and a large addressable market paint a bright future for this Aussie tech star

Herbert Stein, an American economist, once observed that if something cannot go on forever, it will stop. That’s hardly a groundbreaking insight. But just because something is self-evident doesn’t mean it’s widely understood. Indeed, much of modern economics and finance is predicated on the belief that the future will largely mirror the past. To be fair, that’s not a terrible […]

What’s behind the latest move?