Episode 8: Macro outlook, Microcap investing & Scorecard review

Donor management platform provider PushPay (ASX:PPH) today announced the acquisition of Church Community Builder (CCB) in a deal worth US$87.5 million. Founded in 1999, Church Community Builder sells a Church Management System (ChMS) and has over 4,000 existing customers. The cloud based platform enables churches to more effectively engage with their community and manages a range of administrative functions. PushPay […]

Paradigm-shifting innovation always has its skeptics. It’s almost a rite of passage. Virtually all of our modern technological marvels — the things we today take for granted — were initially met with plenty of Fear, Uncertainty & Doubt (FUD). Steam power, electricity, radio, the internet are all great examples, but one less discussed tech revolution deserves special mention — simply because it seems so laughable […]

With shares up over 300% this year alone, has this horse already bolted?

What can investors learn from a 1200% gain?

45% growth in sales was not enough for Mr Market…

If there’s one thing that markets hate, it’s uncertainty. And with trade wars, political ructions and mixed economic signals — not to mention a host of company specific factors — it’s tempting for investors to sit on the sidelines until the outlook becomes clearer. The trouble is, if certainty is what you crave, you could be waiting for a long, […]

Similar themes at a lower price

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, […]