Laserbond (ASX:LBL): Guidance, Thesis Update And Site Visit

Claude Walker's Portfolio Performance Update

I've recently been thinking a bit about whether my skills are most useful as a research analyst and investor, or if they are most useful as an analyst and writer. Although they are obviously related, it's possible that some analysts could be better off focusing purely on investing, while others are most valuable as communicators.

The Gent's Manifesto: My Journey And Investment Philosophy

Why I'm Long Bigtincan Holdings Ltd (ASX:BTH): Cracking America

Update 3/7/2019

Please note: The author of this piece, Matt Brazier, has decided to sell his Bigtincan Holdings for the following reasons:

ReadCloud (ASX: RCL) released its 4C (quarterly cashflow statement) for the March quarter earlier this week. The 4C didn’t contain much that hadn’t already been telegraphed in the previous quarter’s 4C and the 1H19 results, but did include the company’s expectations for cash outflows in the current June quarter, as well as some vague guidance on customer receipts. The table below presents RCL’s quarterly cashflows since listing early last year:

The three jolly primates are back for a bonanza season finale episode of the Three Wise Monkeys Podcast.