Episode 7: Envirosuite, ooh Media and Rocket Lab

Value, or value trap?

Shares in fast-fashion jeweller Lovisa (ASX:LOV) have been on a tear so far this year, having roughly doubled since January. And not without good reason — sales are growing well and the business continues to roll out new stores at a solid clip. The question, of course, is whether it’s too late to buy. What does Lovisa do? Lovisa is […]

I was in a spirited debate with a mate recently — the kind where neither side expects to win, but both enjoy the verbal sparring. It kicked off when he casually declared that, sure, investing might be lucrative, but investors themselves add no real value to society. In fact, they just skim off the hard work of others, leeching wealth […]

As investors, we tend to spend a lot of time thinking about value. Or, at least, we should. The simple reality is that even if we buy shares in the world’s greatest business, we can still lose our shirt if we pay a stupidly high price. But what makes a price stupid? How can we possibly know what is reasonable […]

Shares have more than doubled over the past year, but has the market gotten carried away?

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 […]

How to think about volatility

Health food is a booming industry