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Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.
Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.
There’s no area of the market where you’d say stock picking was ‘easy’, but some sectors tend to offer fewer challenges than others. For Luke Winchester (aka Wini), whom we spoke with last week (see below), the preferred hunting ground is in the B2B industrials space. One of the key reasons being that these types of companies tend to offer better […]
In June of 2015, shares in Objective Corp (ASX:OCL) — a much under-recognised compounding machine that provides software to government and enterprise customers — hit $2 per share. It was a record high following a staggering rally from just 20c a few years earlier. This ‘ten-bagger’ was certainly assisted by improving revenue and gross profits, both of which had grown 25% over the […]
Shares in fast-fashion jeweller Lovisa (ASX:LOV) have been on a tear so far this year, having roughly doubled since January. And not without good reason — sales are growing well and the business continues to roll out new stores at a solid clip. The question, of course, is whether it’s too late to buy. What does Lovisa do? Lovisa is […]
Happy New Year Investor! We hope you managed some well-deserved time off in recent weeks, both from your usual vocation as well as with your investing. Not that we’re advocating for complacency, but it’s often useful to take a step back every now and then. Partly because it’s important to have some time for a broader reflection on your investment goals, […]