Viewing posts by Claude Walker

Three Wise Monkeys Podcast #4: Nanosonics Limited (ASX:NAN) and Afterpay Touch Group Ltd (ASX:APT)

With brand new microphones we sound out Nanosonics Limited (ASX:NAN), and discuss our reservations -- but also what we like -- about Afterpay Touch Group Ltd (ASX:APT).

read more

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.

read more

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.

read more

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.

read more

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).

read more

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. 

read more

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).

read more

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.

read more

A Matter Of Position Sizing (Disclosure Update)

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

read more

5 Year Performance Review

5 Years Of Ethical Investing For Fun And Profit

read more