Andrew pitches Integrated Research (ASX:IRI), Claude makes the case for Xref (ASX:XF1), and we answer some questions from listeners.
Andrew pitches Integrated Research (ASX:IRI), Claude makes the case for Xref (ASX:XF1), and we answer some questions from listeners.
Most people think of capitalism as a system about markets, competition, or even greed. But at its core, capitalism is about capital — specifically, the accumulation of tools that help us make more things, better things, and new things. Money is capital, but capital isn’t just money. The terms are often used interchangeably, but money is capital in the sense […]
I was fortunate enough to join Luke Winchester (aka Wini) from Merewether Capital on Ausbiz last week, and he made a rather good point. Well, he made many, but the following stood out to me. To paraphrase: “If you can’t easily figure out exactly what a business does, it’s usually best to move on.” It’s a good heuristic. Right up there […]
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, […]