Episode 13: Paragon, Nearmap, Kip McGrath and preparing for earnings season

This week we lost one of the greats. Only one month shy of his 100th birthday, legendary investor and polymath Charles Thomas Munger departed this mortal coil. He had a rich and varied life with pursuits spanning law, mathematics, architecture — and much more besides. He witnessed first hand incredible societal and technological change and, of course, amassed a giant […]

When it comes to investing, mistakes are unavoidable. Even the best investors get it wrong — a lot. But here’s the thing: it’s okay to be wrong, as long as you handle it the right way. The trick is to make sure being wrong is rare, quickly admitted to, swiftly corrected, and (importantly) learned from.  Rare, Not Never No investor can […]

Is there more upside to come?

But are shares still worth buying?

Kiwi accounting disruptor Xero (ASX:XRO) is undoubtedly one of the more remarkable ASX success stories. Had you invested in the company when it first listed on the Aussie bourse back in late 2012, your shares would today be worth more than 13 times as much. Heck, even if you’d bought at the start of this year you’d have gained around […]

This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT), Locality Planning (LPE), XRef […]

Are shares good value?

45% growth in sales was not enough for Mr Market…