Episode 10: Australian property, selling Class and buying Webjet

Can a record result and accelerating growth push shares to a new high?

Last week, I highlighted a curious reality: despite incredible advances in tech and productivity, most people are still working as much as ever just to cover the basics. Real wages have gone flat, while the costs of essentials like housing, healthcare, and energy keep climbing. Once you see it, it’s tough to ignore. It cries out for an explanation. It’s […]

This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT), Locality Planning (LPE), XRef […]

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 […]

Babe Ruth is one of baseball’s greatest players, but he also led the league in strikeouts. Over his career, he walked back to the dugout about one in every eight times he stepped up to the plate. And yet, he’s remembered as the GOAT. Why? Because when his bat did connect, it often left the park. 714 times, to be exact. […]

As we gear up for another year of thrills and spills on the share market, it’s hard to avoid the blitz of market forecasts that are so reliably issued at this time of year. While it’s often interesting to hear what some people expect, you’d be wise to not take them too seriously. To put it bluntly, if your investment […]

During the week I caught up on a podcast with Howard Marks and Morgan housel — two thinkers in the financial space I greatly admire. (Shoutout to Karmast for suggesting it!) The main topic was debt, and how it narrows the range of outcomes an investor can endure. And it showed how successful investing is less about brilliance and more about […]

Why did Cimic shares fall today?