Episode 8: Macro outlook, Microcap investing & Scorecard review

A decent first quarter has helped push shares higher

This week, the Reserve Bank of Australia cut interest rates by 0.25%. A quarter of a percent. One part in four hundred. And judging by the media’s reaction, you’d think we’d just discovered cold fusion. The headlines were breathless. The analysis was feverish. Pundits on TV, eyes bulging, declared that relief had arrived! Struggling homeowners could breathe again. Businesses would now, […]

What does this mean for shareholders?

When a share price underperforms the market, how much of that can be blamed on management? Conversely, when prices surge higher, how much credit do the senior execs deserve? Of course, in the short run, the answer is probably ‘not much’. But even over a period of a year or two it can be hard to connect executive decisions to […]

Is there more pain to come?

Even the most serious of investors can’t resist a bit of scandal, rumor, and gossip.  The Australian Financial Review’s coverage of Mineral Resources (ASX:MIN) and WiseTech Global (ASX:WTC) — specifically, the controversies relating to the (alleged) behavior of their founder-CEOs — is perhaps proof of that. It’s almost enough to make New Idea look like the Harvard Business Review in comparison. Still, […]

A first mover in technology, Webjet is looking to further improve margins with blockchain tech

A picks & shovel play for the EV boom