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

Is this a buying opportunity?

A chance to top up, or good money after bad?

Following the completion of a hugely successful institutional capital raise — for which the business tapped the market for an extra $317.2 million — shares in payments disruptor AfterPay (ASX:APT) have surged back towards their recent record high. That takes gains for the past 12-months to a whopping 208%. There’s no doubt that things are going well for the business […]

Discussion, analysis and investment ideas from three investing tragics

There’s this internet slang term you may have heard of: NGMI. An acronym for “not gonna make it,” it’s used as a bit of a dig at those making poor life choices. Texting your ex at 2 am? NGMI.Buying a jet ski on Afterpay? NGMI. Turns out, it’s also the perfect slogan for the stock market. Every bull run, every […]

Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.

Things have been fairly quiet on the corporate news front recently, but that’s about to change in a major way as companies begin to release their quarterly and half-yearly numbers.  It’s always a challenging time for investors, who not only need to digest and synthesise a fire hose of information, but also contend with heightened volatility. Anand Sridharan, an investor at Nalanda […]

With a grossed up yield of 8.4%, could this be an attractive opportunity for income investors?