Episode 22: Season finale! Vista Group and reminiscences of a glorious raging bull market

What does this mean for shareholders?

Over the long run, the main driver of share price is earnings per share (EPS). If, for example, EPS has grown at 10% annually over a decade, you can be reasonably confident that the share price will show a similar appreciation. Consider REA Group (ASX:REA), whose per share earnings compounded at an average annual rate of 27% between 2004 and 2023 (yes, it’s […]

Dicker Data’s (ASX:DDR) First quarter results were better than expected

Things have been fairly quiet on the corporate news front recently, but that’s about to change in a major way as companies begin to release their quarterly and half-yearly numbers.  It’s always a challenging time for investors, who not only need to digest and synthesise a fire hose of information, but also contend with heightened volatility. Anand Sridharan, an investor at Nalanda […]

At Strawman we’re all about small-cap investing. “Crypto”, in the main, isn’t much of a focus for most of our members. Magic internet tokens are almost antithetical to any notion of sound, time-honoured investment principles. And it’s hard to think of an industry that has a worse history of blow-ups, Ponzis and grift. But with Bitcoin now back at all time highs […]

A chance to top up, or good money after bad?

If you could fold a piece of paper just 42 times, it’d be thick enough to touch the moon. Fold it 52 times further and it’d reach across the entire observable universe.  Exponentials break your brain, and thinking in those terms doesn’t come naturally. Still, most investors tend to get it, at least as it applies to compound returns. But there are […]

Following a big week of half-yearly reports on the ASX, the guys cover six of their favourite stocks — and all in under 40 minutes! Stocks covered: Appen (ASX:APX), MNF Group (ASX:MNF), Nanosonics (ASX:NAN), A2 Milk (ASX:A2M), Webjet (ASX:WEB) & ProMedicus (ASX:PME).