Episode 9: Integrated Research, Xref and Mailbag

Are shares good value?

Of the many challenges that investing brings, the emotional ones are arguably the hardest. There’s little value in being the smartest person in the room if you can’t muster the necessary discipline and temperament to face the chaos of the market. One of the more prickly behavioural challenges we face is the inertia of our beliefs. We tend to be […]

Are shares a buy?

The last few decades have seen a sharp and prominent rise of software companies whose business models revolve around largely upfront development and marketing costs followed by ongoing recurring revenues. They have been dubbed as software as a service (SaaS) companies and there is no doubt that this has been a buzzword in recent times, justifiable or not. Often the […]

With the latest half-yearly reporting season now over, it’s a good time to reflect on our investments. At least, that is, in a more considered way than is possible in the heat of the moment. The spray of numbers, often coming from multiple companies on the same day, can be extremely hard to digest. It’s like drinking from a fire […]

Is now a good time to buy?

Donor management platform provider PushPay (ASX:PPH) today announced the acquisition of Church Community Builder (CCB) in a deal worth US$87.5 million. Founded in 1999, Church Community Builder sells a Church Management System (ChMS) and has over 4,000 existing customers. The cloud based platform enables churches to more effectively engage with their community and manages a range of administrative functions. PushPay […]

What investors can expect in 2020