Episode 12: Banking RC, Catapult & Envirosuite update and China’s great wall of debt

Media reports suggest Private Equity is set to pounce…

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 […]

When it comes to business success, growth is often seen as the ultimate goal. Increasing revenues, expanding market share, entering new markets — these are the metrics by which many companies measure their progress. But as renowned strategy expert Michael Porter argues in his influential Harvard Business Review article “What Is Strategy?”, the pursuit of growth can often undermine the […]

This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property (Bingo, Amalgamated Holdings and McGrath, among others).

But is the market over-reacting?

“Life is really simple, but we insist on making it complicated” Confucius  The same could be said of investing, where the complexity bias — a logical fallacy which equates complexity with accuracy — results in a proliferation of highly detailed models and valuations.  But, to paraphrase Joel Greenblatt; if you can easily and simply explain why something’s a great business, and how […]

Aerial imaging specialist Nearmap (ASX:NEA) today revealed the launch of its latest products: Nearmap 3D and the beta version of its Artificial Intelligence (AI) product. Both have the potential to further consolidate Nearmap’s industry leadership position. But let’s take a step back. What exactly does Nearmap do? Google maps on steroids Founded in 2007 in Perth, Nearmap has grown from […]

Can this tech innovator follow in the footsteps of Nearmap?