Three Wise Monkeys Podcast public
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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.auEmail us at threewisemonkeyspodcast@gmail.comAnd find us on Twitter @sage_simia…
 
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 Pla…
 
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.stra…
 
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…
 
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…
 
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.…
 
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.auEmail us a…
 
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 & w…
 
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.ethicale…
 
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 oth…
 
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…
 
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.auEmail us at threewisemonkeyspodcast@gmail.com@sage_simian @mattjoass @claudedwalkerFor more gr…
 
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.Email us at threewisemonkeyspodcast@gmail.comMatt's article: https://mattjoass.com/2018/12/17/rocket-lab-the-kiwis-that-are-beating-elon-musk/@sage_simian @mattjoass @claudedwalke…
 
This week the Three Wise Monkeys discuss two tech stocks at very different ends of the size spectrum. Claude tells us why he's a buyer of Gentrack (ASX:GTK), and the boys try and understand what's behind Facebook's (NASDAQ:FB) 30% fall. Email us at threewisemonkeyspodcast@gmail.com@sage_simian @mattjoass @claudedwalkerwww.strawman.comwww.ethicalequ…
 
With Claude on sick leave, Matt & Andrew talk about beleaguered BWX (ASX:BWX) -- what went wrong and is now the time to buy. Also, why and when investors should change their mind, and Matt answers a listener question on PushPay (ASX:PPH).Email us at threewisemonkeyspodcast@gmail.com@sage_simian @mattjoass @claudedwalker www.mattjoass.comwww.strawma…
 
The Strawman Investor has been relaunched as the "Three Wise Monkeys" -- a weekly panel discussion with myself (Andrew Page), Claude Walker and Matt Joass.iTunes: https://itunes.apple.com/au/podcast/three-wise-monkeys-podcast/id1441602956?mt=2RSS feed: http://feeds.soundcloud.com/users/soundcloud:users:536007018/sounds.rssSoundcloud: https://soundc…
 
This week, the Three Wise Monkeys discuss fundamental inflection points, and why correctly identifying them can yield huge returns.Also, Matt gives us his pitch on Pushpay (ASX:PPH), Andrew shows some love to the much maligned Catapult (ASX:CAT) and Claude explains why he's buying Dicker Data (ASX:DDR)Matt's article on inflection points: https://ma…
 
In this, our pilot episode, Matt, Claude and Andrew talk Corporate Travel Management (ASX:CTD) and Kogan (ASX:KGN) two former high-flyers that have fallen out of the market's favour.Please note -- We will be establishing a new feed for the podcast (it's too confusing having it under the old RSS with the Strawman Investor podcasts). We will advise w…
 
Ben Sharp is an entrepreneur and start-up investor with a load of experience in tech and media. In this episode, we talk about the characteristics of good media/tech start-up businesses and what lessons can be applied to public markets.Ben's article on Smart company: https://www.smartcompany.com.au/startupsmart/advice/investor-favourite-startups-ch…
 
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