Episode 8: Macro outlook, Microcap investing & Scorecard review

While most tech stocks have been busy carving out fresh record highs in 2019, kiwi payments platform PushPay (ASX:PPH) has failed to elicit the same enthusiasm from investors. Although shares have climbed around 20% higher so far this year, they remain below their 2018 high and are hovering at levels first reached in late 2017. So, what’s going on? The […]

Dicker Data’s (ASX:DDR) First quarter results were better than expected

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 […]

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 […]

With a little over a week before the end of the year, I think our little investment community can safely declare success for 2024. The Strawman Index, which tracks the most widely held stocks across member portfolios, smashed it out of the park with a 23.5% return for the 12 months through to December 19. Handily outpacing what was a very […]

There’s a lot to love at the smaller end of the ASX…

In this episode we talk through the Banking Royal Commission, and what that might mean for banks. We also review the quarterly updates for Catapult (CAT) and Envirosuite (EVS), and Matt outlines a huge challenge facing the worlds second largest economy, and what that might mean for Australia.

Following the completion of a hugely successful institutional capital raise — for which the business tapped the market for an extra $317.2 million — shares in payments disruptor AfterPay (ASX:APT) have surged back towards their recent record high. That takes gains for the past 12-months to a whopping 208%. There’s no doubt that things are going well for the business […]