Episode 7: Envirosuite, ooh Media and Rocket Lab

This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT), Locality Planning (LPE), XRef […]

As we gear up for another year of thrills and spills on the share market, it’s hard to avoid the blitz of market forecasts that are so reliably issued at this time of year. While it’s often interesting to hear what some people expect, you’d be wise to not take them too seriously. To put it bluntly, if your investment […]

At a recent value investing conference, money manager Mohnish Pabrai, a self-described “shameless cloner” of Buffett and Munger, sat down for a fireside chat. In it, he shared wisdom that, while far from original, bears repeating. Indeed, the fact that Pabrai’s wisdom is essentially repackaged lessons from Berkshire’s dynamic duo is precisely one of his key messages. In investing, while […]

Is now a good time to buy?

Why did Cimic shares fall today?

If you’re not growing, you’re dying. Businesses need at least a modicum of growth to push back against the relentlessness of cost inflation. And then there are cost of capital and opportunity cost hurdles one must consider.  Furthermore, if you’re standing still, there’s a chance your competitors aren’t —  which means you’re bleeding market share and relevance. Stagnation is also a […]

Most people think of capitalism as a system about markets, competition, or even greed. But at its core, capitalism is about capital — specifically, the accumulation of tools that help us make more things, better things, and new things. Money is capital, but capital isn’t just money. The terms are often used interchangeably, but money is capital in the sense […]

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 […]