Viewing posts by Claude Walker

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

Goodbye To The Draft Version (Welcome To The New Ethical Equities)

I'm pleased to present a new-look Ethical Equites.

read more

MedAdvisor (ASX:MDR) Is Growing: FY 2018 Results

The highlight of the recent MedAdvisor (ASX:MDR) annual results for FY 2018 was undoubtedly the fact that revenue from continuing operations reached $6.6 million, some 50% higher than last year. To the company’s credit, they highlighted this operational number as well as the more flattering $7.4 million in revenue, once you include R&D grants. It made a statutory loss of $4.5 million.

read more

Zenitas Healthcare Ltd (ASX:ZNT) Takeover & FY 2018 Results

Community-based healthcare roll-up, Zenitas Healthcare Ltd (ASX:ZNT), released its results as well as news of a takeover proposal on Friday in chaotic fashion. The stock went into a trading halt before the market opened amid reports of an offer to acquire the company in the Australian Financial Review. It then traded in two short intervals following the release of its annual report but prior to confirmation of the takeover bid. Anyone who sold their shares during these periods would be pretty angry given the stock was trading around 10% to 15% higher following the crucial news. The ASX should reverse all trades that took place before the offer was announced.

read more

MNF Group (ASX:MNF) FY 2018 Results: No Synchronous Bloom This Year

MNF Group (ASX:MNF) yesterday released its results for FY 2018. Unfortunately for shareholders, they were the least pleasing results I have witnessed from this company. Fortunately, the long term investment thesis remains in place.

read more