Episode 7: Envirosuite, ooh Media and Rocket Lab

Where to next for Advance Nanotek (ASX:ANO)?

Tune into any results call and you’ll hear plenty of smart-sounding questions (and a lot of alpha-male signaling). What you almost never hear are the questions that risk making someone look silly — even when they’re the ones that are really worth asking.   Technical, sophisticated questions are great for showing off, but it’s the simple, ‘dumb’ ones that really crack things […]

“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 […]

With shares up over 300% this year alone, has this horse already bolted?

What investors can expect in 2020

Big technological and structural shifts tend to hide in plain sight. When they do finally draw some attention, they tend to look like exaggerated hype. And most of the time that is exactly what they are. Even when a genuine shift is underway, progress feels painfully slow. The promise is always a touch out of reach. Something shinier shows up, […]

Every business, no matter how wonderful, has a few hairs on it. And if you don’t think that’s true, it’s only because you haven’t looked hard enough. But some hairs are, well, hairier than others.  It’s not ideal to see the CEO of one of your favourite companies sell shares right before an opportunistic capital raise, but that may be more palatable […]

What is a share really worth?