General

Episode 9: Integrated Research, Xref and Mailbag

Andrew Page

Andrew pitches Integrated Research (ASX:IRI), Claude makes the case for Xref (ASX:XF1), and we answer some questions from listeners.

Related Articles

General

The ROIC Engine

Successful investing is ultimately about identifying activities that deliver a positive return on invested capital (ROIC). The more money you generate, and the sooner you generate it relative to every dollar put at risk, the better. Period. Full stop. End of story. This fundamental truth holds steady whether you are a business, an individual, or a government. While it is […]

General

What to look for this reporting season

Reporting season is always a great opportunity to help separate the signal (business fundamentals) from the noise (share prices). As companies start to drop their half-year results, it’s worth framing up what it is you’re looking for. How you do that will depend on the particular investment strategy you employ but, if you have a longer-term focus, here are a […]

General

Keeping It Tight

A concentrated portfolio is not for the faint of heart. For those willing to shoulder the volatility, it offers the prospect of returns far beyond what broad diversification can provide. But by that same token, it invites far deeper losses. It is a question of degrees, of course, but the unavoidable truth remains: if you want to materially outperform the […]

General

Computer Says No: a (mis)adventure In Property

Do you like highly illiquid assets that involve significant trade frictions and costs? Do you like dealing with an army of mostly useless, self-serving middlemen? Do you like assets that require extreme leverage and offer pitiful yields? Welcome to Australian property. I’m currently in the process of trying to secure a house, and I need to get a few things off […]

General

Is Polynovo (ASX:PNV) a buy?

Polynovo has enjoyed a spectacular run in 2019, with the share price rising from $0.56 at the start of the year to a high of $2.66 on the back of rising sales in the US and entry into the ASX200. But in recent weeks the share price has languished, dropping nearly 40% in just over a month. So the question […]