In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8).
Plus, we open the mailbag to answer some listener questions.
In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8).
Plus, we open the mailbag to answer some listener questions.
Ian Cassel absolutely nails it with this tweet On the ASX alone there are over 2,000 individual stocks. There’s something like 10,000 across all US equity markets. It’s impossible to have a thorough understanding of every single one. The good news is, you don’t need to. In fact, you shouldn’t even try. Having a take on every company doesn’t make […]
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 […]
The last year has been a wild one for stock market investors. Since the March 2020 lows, the ASX200 (ASX:XJO) is up an eye watering 56%, the NASDAQ (ASX: NDQ) has gained 71% and the S&P500 (ASX:IVV) has marched 54% higher. With astronomical gains from these indices, individual investors may have seen similar results. However, if you’re not matching these […]
Tennis legend Roger Federer recently delivered the commencement address at Dartmouth university, and it’s well worth a watch. He is, as always, a class act. Roger isn’t exactly known for his investing prowess, although let it be noted he has had considerable success on that front. Over the years he earned around $130 million in prize money, but the majority […]
At bottom the ability to buy securities – particularly common stocks – successfully is the ability to look ahead accurately. Looking backward, however carefully, will not suffice, and may do more harm than good.” — Benjamin Graham The financial statements can tell you a great deal about a company, and any serious investor ignores them at their own peril. Revenue, margins, […]
There are really only three levers a business can pull to juice its profits: price, cost, or volume. That’s it. As an investor, your job is to figure out which of these levers matters most for any given company — and how management plans to yank it. Because if you don’t know what’s driving growth, you’re essentially investing on hope. […]
If you’re not growing, you’re dying. Businesses need at least a modicum of growth to push back against the relentlessness of cost inflation. And then there are cost of capital and opportunity cost hurdles one must consider. Furthermore, if you’re standing still, there’s a chance your competitors aren’t — which means you’re bleeding market share and relevance. Stagnation is also a […]