This week, Matt picks through the crypto wreckage — are there bargains to be had now the bubble has popped? Also, Andrew walks us through Woolworths’ massive share buy-back and the boys talk though some of the ways companies can manipulate their accounts, and how investors can spot a few red flags.
One of history’s most reliable recession indicators just flashed red, so what does that mean? Plus, we outline the investment case for (and against) Readcloud (ASX:RCL). We compare Hansen with Wisetech, and ask why the market values these two seemingly similar companies so differently. And, finally, we give a short lesson in valuation. For more great content, please visit us […]
This week, we revisit Wisetech (ASX:WTC) following its cash grab; should investors participate in the capital raise? Also, we run the ruler over water specialist Fluence (ASX:FLC) and we ask whether fan favourite ProMedicus (ASX:PME) is now too expensive. Plus, we talk about the pros and cons of using leverage, why position sizing is so important to your returns and […]
If you have never seen That Mitchell and Webb Look do yourself a favour this Christmas break and check some of it out. One of my favourite skits of theirs is ‘NumberWang’. The running gag of a game show with glitz, glamour and indecipherable rules [-1.873]. I am lucky that my wife loved the show too. She is a successful […]
I remember being read the story as a kid. I could tell even from the pictures that Jack was in all sorts of trouble just for accepting those jelly beans from a complete stranger. The accompanying narrative confirmed this, and Mum must have been really fond of that cow too. I didn’t have the cynical vocabulary at the time, but […]
“If you are going through hell, keep going.” Winston Churchill Sage words of wisdom that I find comfort in when my micro cap positions are consistently down in double digit percentages. Words from a great leader, intended for far more desperate times, when the stakes were much higher. Only he didn’t actually say them [1]. For some of these positions […]
I’m not the fanciest person. I’m one of the last people you’d want to hear from if you wanted to know more about abstract art. There is, apparently, a Picasso hanging in the National Gallery in London called Fruit Dish, Bottle and Violin [1]. I know this because I looked it up (and just FYI, that’s an experience that will […]
