#22. Season finale! Vista Group and reminiscences of a glorious raging bull market
#22. Season finale! Vista Group and reminiscences of a glorious raging bull market
In this, our finale episode for the season, Claude takes us through the investment case for Vista Group (VGL), and we re... Read more
1 May 2019
•
59mins
#21. MicroCap Conference recap
#21. MicroCap Conference recap
This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of intere... Read more
12 Apr 2019
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39mins
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#20. Picking through the crypto wreckage, plus Woolies buy-back and financial shenanigans
#20. Picking through the crypto wreckage, plus Woolies buy-back and financial shenanigans
This week, Matt picks through the crypto wreckage -- are there bargains to be had now the bubble has popped?Also, Andrew... Read more
3 Apr 2019
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32mins
#19. Recession Alert! Plus, Readcloud, Hansen vs Wisetech and Valuation 101
#19. Recession Alert! Plus, Readcloud, Hansen vs Wisetech and Valuation 101
One of history's most reliable recession indicators just flashed red, so what does that mean?Plus, we outline the invest... Read more
26 Mar 2019
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40mins
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#18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing
#18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing
This week, we revisit Wisetech (ASX:WTC) following its cash grab; should investors participate in the capital raise? Als... Read more
20 Mar 2019
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42mins
#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
#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
#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
#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
#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
