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Episode 8: Macro outlook, Microcap investing & Scorecard review

Andrew Page

Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.

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Investing In A Wild Future

If you’re a technophile, there’s a fast expanding array of things to get excited about. Synthetic biology, robotics, materials science, artificial intelligence, nanotechnology, quantum computing & (more recently) superconductivity are some of the more promising domains where very real progress is being made. Once in a species breakthroughs no longer feel as far fetched as they used to. And progress […]

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Is it time to buy LiveTiles (ASX:LVT) shares?

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Houses & Holes: the shape of the Aussie share market

Consisting of over 2100 individual companies, the Australian share market has a few interesting features. One of the first things a curious investor might notice is the significance of the major banks. There are only 21 businesses on the ASX classified (loosely) as banks, but the ‘Big 4’ — CBA, NAB, ANZ and Westpac — are the clear standouts. Combined, […]