Episode 7: Envirosuite, ooh Media and Rocket Lab

Over the past few months I’ve had the privilege of giving a series of talks at the Financial Services Institute of Australasia — or FINSIA, for short. Targeted at private investors at the start of their journey, the series aimed to give attendees a solid grounding in the core aspects of share market investing. Free from jargon, and leaning heavily […]

This company is the world leader in its chosen field, with daylight between it and its nearest competitor. Moreover, the industry itself is growing rapidly and the company in question has so far only captured less than 20% of the addressable market. Sales have been growing at a double-digit rate, …

You don’t need us to tell you that it’s been a tough run for small caps over the past year or so. And the harsh truth is that much of the pain was well deserved. Things always look clearer with the benefit of hindsight, but there was never any good justification for a bunch of sub-scale, cash-burning, undifferentiated wannabees to […]

But are shares still worth buying?

Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pitches the bull case for Webjet (ASX:WEB)

Let’s talk about gold. That shiny yellow metal that’s captivated humans for thousands of years. Traditionally seen as a ‘safe haven’ asset, its recent price action is more akin to that of a meme stock. Which is unusual in itself, but especially so when all other assets are likewise on their way to the moon. So, what gives? Maybe it’s […]

This under-the-radar SaaS stock has had a cracking run in 2019, but is it too late to buy?

Does the recent pull-back represent a buying opportunity, or do shares have further to fall?