In this, our finale episode for the season, Claude takes us through the investment case for Vista Group (VGL), and we reminisce about past episodes and stock picks. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker Return to the Strawman Platform here Strawman is Australia’s premier online investment club. Join for […]
It’s not an understatement to say I am a huge fan of Game of Thrones. As the final season begins, I thought I’d share some thoughts that weave my passion for this epic show together with my passion for personal finance. It’s not everyone‘s idea of a good time, but it’s a total party for me. *Spoiler alert* If you haven’t […]
This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT), Locality Planning (LPE), XRef […]
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 […]
