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…
Everyone loves a good stock chart. Up and to the right, all green candles and glory! But that is rarely how things play out in the real world, at least not over any meaningful time frame. What the latest research from Michael Mauboussin and Dan Callahan makes painfully clear is this: if you are aiming for outsized returns, you will […]
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 […]
Donor management platform provider PushPay (ASX:PPH) today announced the acquisition of Church Community Builder (CCB) in a deal worth US$87.5 million. Founded in 1999, Church Community Builder sells a Church Management System (ChMS) and has over 4,000 existing customers. The cloud based platform enables churches to more effectively engage with their community and manages a range of administrative functions. PushPay […]
Here at Strawman, we like to poke around the lesser known corners of the market. And why not? There are lots of hidden gems to be found. In fact, there’s plenty of things to like about so-call ‘small cap’ stocks. More growth potential Less competition from other investors Less rational pricing (more opportunity to find significant mis-pricings) Better access to […]
Negative cash flows usually set off alarm bells for investors, and for good reason. At the end of the day cash is the lifeblood of a business. Still, a closer look at things may just reveal a company that is sensibly investing in its future growth. If you can go beyond the surface-level numbers, and build some confidence in the capital allocation decisions of […]