Episode 7: Envirosuite, ooh Media and Rocket Lab

Ranked #11 on Strawman, shares remain below fair value…

Sales topped $10 million for FY2019, representing 42% growth

We all like to attribute our winners to our foresight and cunning. The losers? Well, they were the result of bad luck. The truth, of course, is that random chance — both good and bad — plays a scarily big part in shaping our investment outcomes. That’s not to say it’s all just a roll of the proverbial dice, but it pays […]

During the week I caught up on a podcast with Howard Marks and Morgan housel — two thinkers in the financial space I greatly admire. (Shoutout to Karmast for suggesting it!) The main topic was debt, and how it narrows the range of outcomes an investor can endure. And it showed how successful investing is less about brilliance and more about […]

Timeless wisdom for better results

Is this a buying opportunity?

They say that in investing, being too early is the same as being wrong. There’s a lot of truth to that — especially when it comes to things like shorting — but I’m not convinced it applies to growth investing. At least, that is, when the potential upside is large enough. If, after buying a stock, it goes sideways for […]

When you’ve been around small-caps for a while, large daily moves aren’t unfamiliar. Much of the time, they’re best ignored. Shares in 8common (ASX:8CO) last month spiked by 29% in a single day after the business released an encouraging quarterly result. A nice gain, for sure, but one that was driven by less than $20k worth of trades. Shares are now back at where […]