The Last Straw

In this episode we talk through the Banking Royal Commission, and what that might mean for banks. We also review the quarterly updates for Catapult (CAT) and Envirosuite (EVS), and Matt outlines a huge challenge facing the worlds second largest economy, and what that might mean for Australia.

In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8). Plus, we open the mailbag to answer some listener questions.

January 2019 Although the start of a new calendar year doesn’t really hold any special significance for investors, the relative dearth of corporate news makes it as good a time as any to reflect on your investments. And, if necessary, undertake a bit of course-correction. The fact is, no mater how carefully you build your portfolio, it will inexorably evolve […]

Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pitches the bull case for Webjet (ASX:WEB)

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

Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.

Andrew pitches microcap SaaS business Envirosuite (ASX:EVS), Claude bets against ooh Media (ASX:OML) and Matt talks about a kiwi start-up that’s shooting stuff into space.

‘Blue-chip’ is a term often applied to the more established, higher-quality businesses; a name that originates from the poker table where the highest value chips were traditionally blue in colour. These stalwarts are typically considered lower risk and are the stocks sensible investors supposedly focus on. Perhaps. But for many of these so-called blue-chips the shareholder experience has been woeful. Consider these examples from the ASX20, […]

This week, the Aussie market entered what is popularly called a ‘technical correction’ — that is, a fall of 10% or more from a previous high. In so doing, it wiped off all of the gains from the past year.  Exactly who decided that a 10% drop is a correction I have no idea, but it sure can seem pretty scary. You certainly […]

In preparing for this week’s update, I was considering rehashing an older piece I’d written a few years back. Why not? All the big ideas in investing are timeless and as relevant today as when they were first conceived.  (More to the point, I was running desperately short on time and — as usual — was struggling to think of something original […]