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

Health food is a booming industry

Are shares now good value, or a value trap?

The market always offers up something of a mixed bag each results season but, on balance, at least among the most popular stocks on Strawman, what we’ve seen so far has been rather encouraging. Not so much in terms of the immediate market reaction — though we’ve certainly seen some big moves — but in terms of what these numbers say […]

Are shares good value?

In this episode we talk through the Banking Royal Commission, and what that might mean for banks. We also review the quarterly updates for Catapult (CAT) and Envirosuite (EVS), and Matt outlines a huge challenge facing the worlds second largest economy, and what that might mean for Australia.

What does this mean for shareholders?

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 […]

Kiwi breast imaging software specialist Volpara (ASX:VHT) has confirmed it is on track to meet its target for NZ$17.1 million in annual recurring revenue (ARR) for the 2020 financial year. That compares with an ARR of NZ$6.6 million in the previous year, with the recent acquisition of MRS Systems expected to contribute around NZ$6.7 million to the total. At the […]