Andrew pitches Integrated Research (ASX:IRI), Claude makes the case for Xref (ASX:XF1), and we answer some questions from listeners.
Episode 9: Integrated Research, Xref and Mailbag
Can companies cut their way to greatness?
We’ve seen a solid start to 2023, with the market as a whole already up by more than 6%. Some of the gains in the small-cap space have been far more impressive. Those that have enjoyed the biggest recoveries have tended to be ones that have reported: Strong balance sheets Positive (or at least improving) operating cash flows Sustained sales momentum […]
“Long-Term” Is Just An Intention
Everyone loves to talk about being a “long-term investor.” It almost sounds noble, and certainly a far wiser pursuit than the degeneracies of trading. Not without good reason, either. When your focus is beyond the immediate future you allow time for compounding to do it’s thing, and you’re less likely to be shaken out by volatility. When you find a great […]
Cash Flow Conundrums
Negative cash flows usually set off alarm bells for investors, and for good reason. At the end of the day cash is the lifeblood of a business. Still, a closer look at things may just reveal a company that is sensibly investing in its future growth. If you can go beyond the surface-level numbers, and build some confidence in the capital allocation decisions of […]
Eyes Forward
At bottom the ability to buy securities – particularly common stocks – successfully is the ability to look ahead accurately. Looking backward, however carefully, will not suffice, and may do more harm than good.” — Benjamin Graham The financial statements can tell you a great deal about a company, and any serious investor ignores them at their own peril. Revenue, margins, […]
Episode 21: MicroCap Conference recap
This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT), Locality Planning (LPE), XRef […]
Benefits of investing in the Australian stock market
The Australian stock market is less than 2% of the entire global equities market and doesn’t contain any of the world-renowned high flying stocks like Apple, Amazon or Facebook. So why then is there huge upside potential in investing down under? Three main reasons give us Australians a huge advantage when it comes to buying stocks in our own backyard. […]
Can companies cut their way to greatness?
We’ve seen a solid start to 2023, with the market as a whole already up by more than 6%. Some of the gains in the small-cap space have been far more impressive. Those that have enjoyed the biggest recoveries have tended to be ones that have reported: Strong balance sheets Positive (or at least improving) operating cash flows Sustained sales momentum […]
“Long-Term” Is Just An Intention
Everyone loves to talk about being a “long-term investor.” It almost sounds noble, and certainly a far wiser pursuit than the degeneracies of trading. Not without good reason, either. When your focus is beyond the immediate future you allow time for compounding to do it’s thing, and you’re less likely to be shaken out by volatility. When you find a great […]
Cash Flow Conundrums
Negative cash flows usually set off alarm bells for investors, and for good reason. At the end of the day cash is the lifeblood of a business. Still, a closer look at things may just reveal a company that is sensibly investing in its future growth. If you can go beyond the surface-level numbers, and build some confidence in the capital allocation decisions of […]
Eyes Forward
At bottom the ability to buy securities – particularly common stocks – successfully is the ability to look ahead accurately. Looking backward, however carefully, will not suffice, and may do more harm than good.” — Benjamin Graham The financial statements can tell you a great deal about a company, and any serious investor ignores them at their own peril. Revenue, margins, […]
Episode 21: MicroCap Conference recap
This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT), Locality Planning (LPE), XRef […]
Benefits of investing in the Australian stock market
The Australian stock market is less than 2% of the entire global equities market and doesn’t contain any of the world-renowned high flying stocks like Apple, Amazon or Facebook. So why then is there huge upside potential in investing down under? Three main reasons give us Australians a huge advantage when it comes to buying stocks in our own backyard. […]
Can companies cut their way to greatness?
We’ve seen a solid start to 2023, with the market as a whole already up by more than 6%. Some of the gains in the small-cap space have been far more impressive. Those that have enjoyed the biggest recoveries have tended to be ones that have reported: Strong balance sheets Positive (or at least improving) operating cash flows Sustained sales momentum […]
“Long-Term” Is Just An Intention
Everyone loves to talk about being a “long-term investor.” It almost sounds noble, and certainly a far wiser pursuit than the degeneracies of trading. Not without good reason, either. When your focus is beyond the immediate future you allow time for compounding to do it’s thing, and you’re less likely to be shaken out by volatility. When you find a great […]
Cash Flow Conundrums
Negative cash flows usually set off alarm bells for investors, and for good reason. At the end of the day cash is the lifeblood of a business. Still, a closer look at things may just reveal a company that is sensibly investing in its future growth. If you can go beyond the surface-level numbers, and build some confidence in the capital allocation decisions of […]