Episode 16: More results — Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?

Is now a good time to buy?

Everyone loves to talk about being a “long-term investor.” It almost sounds noble, and certainly a far wiser pursuit than the degeneracies of trading. Not without good reason, either. When your focus is beyond the immediate future you allow time for compounding to do it’s thing, and you’re less likely to be shaken out by volatility. When you find a great […]

Are shares still a buy?

Similar themes at a lower price

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 […]

During the week I caught up on a podcast with Howard Marks and Morgan housel — two thinkers in the financial space I greatly admire. (Shoutout to Karmast for suggesting it!) The main topic was debt, and how it narrows the range of outcomes an investor can endure. And it showed how successful investing is less about brilliance and more about […]

“It’s the mark of a charlatan to try and explain simple things in complex ways, and it’s the mark of a genius to explain complicated things in simple ways.”— Naval Ravikant I don’t think many of us would disagree with Naval’s sentiment. But if we’re honest with ourselves, most of us are still drawn to sophisticated-sounding speech. Big words, technical […]

When a share price underperforms the market, how much of that can be blamed on management? Conversely, when prices surge higher, how much credit do the senior execs deserve? Of course, in the short run, the answer is probably ‘not much’. But even over a period of a year or two it can be hard to connect executive decisions to […]