Ranked #1
#14. Altium, 1300 Smiles and stocks feeling property pain
#14. Altium, 1300 Smiles and stocks feeling property pain
This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 S... Read more
20 Feb 2019
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31mins
Ranked #2
#10. Australian property, selling Class and buying Webjet
#10. Australian property, selling Class and buying Webjet
Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pi... Read more
23 Jan 2019
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45mins
Ranked #3
#17. Appen's acquisition, Advance NanoTek, Clinuval Pharmaceuticals and more!
#17. Appen's acquisition, Advance NanoTek, Clinuval Pharmaceuticals and more!
This week, we dissect Appen's latest acquisition and touch on the ethics of AI. We look to why shares in Envirosuite hav... Read more
13 Mar 2019
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42mins
Ranked #4
#15. Results round-up: Appen, MNF Group, A2 Milk & more
#15. Results round-up: Appen, MNF Group, A2 Milk & more
Following a big week of half-yearly reports on the ASX, the guys cover six of their favourite stocks -- and all in under... Read more
27 Feb 2019
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42mins
Ranked #5
#12. Banking RC, Catapult & Envirosuite update and China's great wall of debt
#12. Banking RC, Catapult & Envirosuite update and China's great wall of debt
In this episode we talk through the Banking Royal Commission, and what that might mean for banks. We also review the qua... Read more
6 Feb 2019
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43mins
Ranked #6
#13. Paragon, Nearmap, Kip McGrath and preparing for earnings season
#13. Paragon, Nearmap, Kip McGrath and preparing for earnings season
This week, we discuss Paragon's (ASX:PGC) profit downgrade, Nearmap's (ASX:NEA) stellar performance and why Kip McGrath ... Read more
13 Feb 2019
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37mins
Ranked #7
#16. More results -- Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?
#16. More results -- Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?
This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL S... Read more
6 Mar 2019
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39mins
Ranked #8
#8. Macro outlook, Microcap investing & Scorecard review
#8. Macro outlook, Microcap investing & Scorecard review
Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportuniti... Read more
9 Jan 2019
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33mins
Ranked #9
#7. Envirosuite, ooh Media and Rocket Lab
#7. Envirosuite, ooh Media and Rocket Lab
Andrew pitches microcap SaaS business Envirosuite (ASX:EVS), Claude bets against ooh Media (ASX:OML) and Matt talks abou... Read more
19 Dec 2018
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35mins
Ranked #10
#4: Nanosonics and AfterPay
#4: Nanosonics and AfterPay
This week, Claude and Andrew try and convince Matt that Nanosonics (NAN) is worth holding, and the boys attempt to make ... Read more
28 Nov 2018
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45mins