#18. WiseTech, Fluence, Promedicus And Thoughts On Leverage, Recessions And Position Sizing Three Wise Monkeys podcast

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المحتوى المقدم من Three Wise Monkeys Podcast and Three Wise Monkeys. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Three Wise Monkeys Podcast and Three Wise Monkeys أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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Lipstick on the Rim

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#18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing

منذ 6 أعوام 42:08

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المحتوى المقدم من Three Wise Monkeys Podcast and Three Wise Monkeys. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Three Wise Monkeys Podcast and Three Wise Monkeys أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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 risk, and we consider how investors should prepare for, and act in, a recession. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker

… continue reading

22 حلقات

#Trading #Australia Economics #Australia #Business #Wise Monkeys

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#18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing

Three Wise Monkeys Podcast

38 subscribers

published منذ 6 أعوام

مشاركة

MP3•منزل الحلقة

المحتوى المقدم من Three Wise Monkeys Podcast and Three Wise Monkeys. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Three Wise Monkeys Podcast and Three Wise Monkeys أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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 risk, and we consider how investors should prepare for, and act in, a recession. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker

… continue reading

22 حلقات

#Trading #Australia Economics #Australia #Business #Wise Monkeys

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#22. Season finale! Vista Group and reminiscences of a glorious raging bull market 59:05

منذ 6 years59:05

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59:05

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 threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…

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#21. MicroCap Conference recap 39:47

منذ 6 years39:47

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39:47

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 (XF1), AuMake (AU8), Kelly Partners (KPG), Envirosuite (EVS), Ocean Growth Abalone (OGA), TruScreen (NZX:TRU), Adalta (1AD). AFR article on the conference: https://www.afr.com/markets/equity-markets/microcap-managers-navigate-a-lonely-universe-20190409-p51ceu Coffee MicroCaps Website: www.coffeemicrocaps.com For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…

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#20. Picking through the crypto wreckage, plus Woolies buy-back and financial shenanigans 32:45

منذ 6 years32:45

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32:45

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. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…

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#19. Recession Alert! Plus, Readcloud, Hansen vs Wisetech and Valuation 101 40:46

منذ 6 years40:46

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40:46

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 at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…

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#18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing 42:08

منذ 6 years42:08

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42:08

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 risk, and we consider how investors should prepare for, and act in, a recession. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…

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#17. Appen's acquisition, Advance NanoTek, Clinuval Pharmaceuticals and more! 42:23

منذ 6 years42:23

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42:23

This week, we dissect Appen's latest acquisition and touch on the ethics of AI. We look to why shares in Envirosuite have surged higher, and ask whether the phenomenal gains from Clinuvel Pharmaceuticals and Advance NanoTek can continue. Plus Matt updates us on his recent meeting with the PushPay team. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…

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#16. More results -- Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession? 39:43

منذ 6 years39:43

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39:43

This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession... For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…

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#15. Results round-up: Appen, MNF Group, A2 Milk & more 42:16

منذ 6 years42:16

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42:16

Following a big week of half-yearly reports on the ASX, the guys cover six of their favourite stocks -- and all in under 40 minutes! Stocks covered: Appen (ASX:APX), MNF Group (ASX:MNF), Nanosonics (ASX:NAN), A2 Milk (ASX:A2M), Webjet (ASX:WEB) & ProMedicus (ASX:PME). For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…

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#14. Altium, 1300 Smiles and stocks feeling property pain 31:27

منذ 6 years31:27

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31:27

This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property (Bingo, Amalgamated Holdings and McGrath, among others). For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…

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#13. Paragon, Nearmap, Kip McGrath and preparing for earnings season 37:12

منذ 6 years37:12

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37:12

This week, we discuss Paragon's (ASX:PGC) profit downgrade, Nearmap's (ASX:NEA) stellar performance and why Kip McGrath (ASX:KME) is Claude's second largest position. Plus, Matt takes us through how he likes to prepare for earnings season, and why it matters. Claude's articles can be found at www.ethicalequities.com.au, plus you'll find loads of other great content at www.strawman.com, & www.mattjoass.com. Email us at threewisemonkeyspodcast@gmail.com and find us on Twitter: @sage_simian @mattjoass @claudedwalker…

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#12. Banking RC, Catapult & Envirosuite update and China's great wall of debt 43:51

منذ 6 years43:51

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43:51

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. Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker For more great content, please visit: www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au…

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#11. Audinate, Volpara, Dicker Data, locality Planning and listener mailbag 39:46

منذ 6 years39:46

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39:46

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. See Ethical Equities updates here: www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker For more great content, please visit: www.strawman.com & www.mattjoass.com…

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#10. Australian property, selling Class and buying Webjet 45:22

منذ 6 years45:22

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45:22

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) Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com…

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#9. Integrated Research, Xref and Mailbag 39:27

منذ 6 years39:27

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39:27

Andrew pitches Integrated Research (ASX:IRI), Claude makes the case for Xref (ASX:XF1), and we answer some questions from listeners. Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com

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#8. Macro outlook, Microcap investing & Scorecard review 33:11

منذ 6 years33:11

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33:11

Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps. Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com

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