Episode 7: Envirosuite, ooh Media and Rocket Lab

Better tactics for better returns

Ian Cassel absolutely nails it with this tweet On the ASX alone there are over 2,000 individual stocks. There’s something like 10,000 across all US equity markets. It’s impossible to have a thorough understanding of every single one. The good news is, you don’t need to. In fact, you shouldn’t even try. Having a take on every company doesn’t make […]

Growth is often seen as synonymous with success in business. A company that expands rapidly, increases revenue, and captures market share is generally celebrated as a triumph of entrepreneurship and innovation. But beneath this enthusiasm lies a deceptive truth: not all growth is good, and much of it can, paradoxically, destroy long-term value for the very people who own the […]

What is a share really worth?

Are shares good value?

Is now a good time to buy?

The major market indices may still be hovering near all-time highs, but below the surface, there are more than a few stocks doing it tough. As highlighted recently, it’s mainly tech stocks that are bearing the brunt of investor pessimism, with concerns over AI-driven disruption knocking some former high-flyers down a peg or two. As a group, measured by the […]

In a 2014 interview, Lloyd Blankfein, then CEO of Goldman Sachs and part-time Bond villain lookalike, was asked a simple question: How far into the future can you see? Now, given Goldman’s reputation for spotting market trends before most, you’d expect a confident answer.  Instead, Blankfein deadpanned: “I don’t think I could see four inches into the future.” Not exactly […]