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

When people talk about capital, they tend to mean stuff: factories, patents, cash, code. Things you can count, stick in a spreadsheet, and list on a balance sheet. But that misses the point. The real magic of capital isn’t in the owning. It’s in the doing. Hernando de Soto, the Peruvian economist and author, put it brilliantly in The Mystery […]

Is there more upside to come?

With shares up more than 50% in the past few months, is there still further upside for Knosys?

There is an old joke that captures well one of the central errors of our time. It goes like this: Two economists are walking through the countryside when they spot a pile of cow manure. One turns to the other and says, “I’ll give you fifty thousand dollars if you eat a spoonful.” The colleague contemplates the utility function, accepts the […]

Shares in digital eLearning solution provider Readcloud (ASX:RCL) were down 14% by mid-afternoon on Monday, and are now down roughly 50% from their 52-week high. So, what’s going on? With no ASX-announcement to act as a catalyst, and only a small volume of orders, it looks as though the move is merely a reflection of the illiquid nature of Readcloud […]

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 […]

what does this mean for shareholders?