Audinate Group (ASX:AD8) First Quarter 2019 And AGM Update

Audinate (ASX:AD8) is an audio technology company that has previously been covered on these pages. Unusually for me, it’s amongst my largest portfolio positions despite a relatively short listed history and a lack of profitability. So I thought I’d take the time to review the recent quarterly results, as well as the AGM materials.

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Three Wise Monkeys Podcast: Pro Medicus (ASX:PME), A2 Milk (ASX:A2M) and Experience Co. (ASX:EXP)

Three Wise Monkeys Podcast, Episode 3: Pro Medicus (ASX:PME), A2 Milk (ASX:A2M) and Experience Co (ASX:EXP)

What we lack up for in technology we make up for in my first hand account of the key takeaways from the Pro Medicus (ASX:PME) AGM. We talk details on the big new contract win, and why it's important. Andrew gets excited about AI, and throw a bit of cold water on it.

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Three Wise Monkeys Podcast: Pushpay Holdings (ASX:PPH), Catapult International (ASX:CAT) and Dicker Data (ASX:DDR)

Three Wise Monkeys: Pushpay, Catapult, Dicker Data

In this second episode of the Three Wise Monkeys Podcast, we discuss inflection points, and we each explain our reasons for holding a stock.

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Three Wise Monkeys On Corporate Travel Management (ASX:CTD) and Kogan.com (ASX:KGN)

Three Wise Monkeys: Corporate Travel Management, and Kogan

In this first episode of the Three Wise Monkeys Podcast, we discuss the short selling, our own investing styles, and cover Corporate Travel Management (ASX:CTD) and Kogan.com (ASX:KGN).

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Cannabis Stocks On The ASX

Cannabis Stocks On The ASX

Like cryptocurrency, cannabis stocks have become a hot topic in the investing world, as various jurisdictions around the world loosen regulation around marijuana. That, more than anything else, has driven market operators to float a variety of businesses that aim to benefit from this theme. 

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LaserBond Limited (ASX:LBL): Scratching Beneath The Surface

LaserBond Limited (ASX:LBL): Scratching Beneath The Surface

LaserBond Limited (ASX:LBL) was founded in 1992 by engineer Gregory Hooper along with other members of his family. Brother Wayne Hooper, also an engineer, joined the company in 1994 and the two still run it today. Gregory is responsible for much of the technology the company has developed over the years and Wayne is focused on business strategy and operations. 

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MNF Group Ltd (ASX:MNF) Gives New Guidance

MNF Group Ltd (ASX: MNF): Inabox Acquisition and Updated Guidance 

On Monday MNF Group (ASX:MNF) announced it would buy the wholesale and enablement business from Inabox Group (ASX: IAB).

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Cannabis Stocks: An Overview Of The Opportunity and The Industry

Cannabis Stocks: An Overview Of The Opportunity and The Industry

Author: Fabregasto

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Why Freedom Insurance Group Ltd (ASX:FIG) Should Go (Close) To Zero

Why Freedom Insurance Group Ltd (ASX:FIG) Is A Sell

Freedom Insurance (ASX:FIG) is a company that sells insurance through a direct sales model. This article will argue that the buy thesis propounded by a substantial shareholder (who still owns over 10%) was weak when published and is proven wrong today. I do note, however, that I have made worse mistakes.

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A Matter Of Position Sizing (Disclosure Update)

When I covered the full year results of Pro Medicus (ASX:PME), I ended by saying:

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