Episode 11: Audinate, Volpara, Dicker Data, locality Planning and listener mailbag

Can this tech innovator follow in the footsteps of Nearmap?

Making money in the market is hard. Not just because spotting an undervalued stock is tough, or because you have to stomach the occasional dump. The real challenge, most of the time, is staying sane through the long, mind-numbing stretches where nothing happens and doubt starts whispering in your ear. Understand the following, however, and you’ll be less likely to […]

So I’m long Bitcoin. It’s a bit uncomfortable to admit, because there’s such wide scepticism concerning crypto among a lot of smart people. And it’s hard to deny there’s a huge amount of hype and speculation surrounding the whole affair. I’m sure a lot of people will get burnt. Back in 2017 when Bitcoin first came to global attention, I […]

‘Blue-chip’ is a term often applied to the more established, higher-quality businesses; a name that originates from the poker table where the highest value chips were traditionally blue in colour. These stalwarts are typically considered lower risk and are the stocks sensible investors supposedly focus on. Perhaps. But for many of these so-called blue-chips the shareholder experience has been woeful. Consider these examples from the ASX20, […]

Modern economics is littered with ideas that are, frankly, wrong. Not obviously so, which is partly why they are so hard to kill. That, and the fact they tend to be politically comforting, at least in terms of their intended outcomes. That those outcomes would indeed be nice if achieved, and often come from the best of intentions, is not […]

Long term investors rewarded with a 76% gain as shares recover from last year’s falls

Why is it that building or renovation cost estimates are always — and I mean always — wrong? Usually significantly so. If you’ve ever watched shows like Grand Designs, or undertaken a bit of remodelling yourself, you know this to be true. Projects that are completed on-time and on-budget are rarer than hen’s teeth. This is especially true for “nation […]

Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pitches the bull case for Webjet (ASX:WEB)