This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession…
This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession…
Ian Cassel absolutely nails it with this tweet On the ASX alone there are over 2,000 individual stocks. There’s something like 10,000 across all US equity markets. It’s impossible to have a thorough understanding of every single one. The good news is, you don’t need to. In fact, you shouldn’t even try. Having a take on every company doesn’t make […]
When I first started to attend company briefings, I usually came away feeling more than a little stupid. It always felt like I was accidently sat at the adults table; nodding along like an idiot and desperately hoping no one expected me to speak. While others asked probing questions on all manner of esoteric accounting adjustments and industry specifics, I […]
I’ve had a tough time of late with my home broadband provider, Optus. The details are too painful (and boring) to recount, but let’s just say that after 10 days without internet, I’ve learned the true meaning of “on hold.” Rather than scream into the void, I decided to channel my rage productively: digging into Optus’s financials. If it sucks […]
It’s remarkable how many sacred cows there are in economics. Concepts that are, for some reason, beyond scrutiny. But dig beneath the surface, and you start to see how absurd many ‘fundamental’ concepts are. Which is a worry when you consider many form the basis of a lot of important policy decisions. Take GDP for example, which measures the total […]
Although the market may be at record highs, there’s plenty of stocks that continue to languish. Of course, that’s to be expected for companies whose underlying fundamentals have stalled or worse, are going backwards. But there remain some truly impressive names that just can’t find favour with the market, despite going from strength to strength. Take auto-parts distributor and retailer […]