Episode 14: Altium, 1300 Smiles and stocks feeling property pain

Why did Cimic shares fall today?

…or are we already there?

Is there more upside to come?

Do you like highly illiquid assets that involve significant trade frictions and costs? Do you like dealing with an army of mostly useless, self-serving middlemen? Do you like assets that require extreme leverage and offer pitiful yields? Welcome to Australian property. I’m currently in the process of trying to secure a house, and I need to get a few things off […]

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 […]

Does the recent pull-back represent a buying opportunity, or do shares have further to fall?

Health food is a booming industry

“10-baggers” — stocks that appreciate ten-fold in value — are the stuff of dreams. Especially when the gains are delivered in a relatively short space of time. Sure, they don’t come around too often, but they’re perhaps not as rare as you might think: according to S&P, there have been no less than 52 stocks on the ASX that have […]