Viewing posts by Claude Walker

Three Wise Monkeys Podcast: Audinate (ASX:AD8), Dicker Data (ASX:DDR) and Volpara (ASX:VHT)

Three Wise Monkeys Podcast: Audinate (ASX:AD8), Dicker Data (ASX:DDR) and Volpara (ASX:VHT)

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Three Wise Monkeys Podcast: KipMcGrath (ASX:KME), Nearmap (ASX:NEA), Paragon Care (ASX:PGC) and Earnings Season Preparation

Three Wise Monkeys Podcast: KipMcGrath (ASX:KME), Nearmap (ASX:NEA), Paragon Care (ASX:PGC) and Earnings Season Preparation

In our latest episode of the Three Wise Monkeys Podcast, Matt outlines how to prepare for earnings season, Andrew tells the story of his multi-bagging investment in Nearmap (ASX:NEA), and Claude explains why Kip McGrath Education Centres (ASX:KME) is his second biggest position.

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Earnings Report Release Date Calendar: February 2019

Earnings Season Calendar: February 2019

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A Note On Low Quality Stock Paragon Care (ASX:PGC)

I am very sad to say I have previously suggested Paragon Care (ASX:PGC) was worth buying (and indeed owned shares myself).

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Volpara (ASX:VHT) Q3 2019 Quarterly Results

Volpara Health Technologies (ASX:VHT) today released its quarterly report for Q3 2018 which included a significant downgrade to its forecast Annualised Recurring Revenue (ARR). This did not come as a surprise to me, because it was known by last quarter that they would need a heroic acceleration of growth to achieve the $9 million forecast.

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Audinate (ASX:AD8) 2nd Quarter 2019 Results Analysis

Audinate Group Ltd (ASX:AD8) today released its quarterly cashflow showing receipts from customers up 6.5% quarter on quarter, over $400,000 in operating cashflow and negative free cashflow of about $550,000. You can see how receipts have improved since listing, in the image below.

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Three Wise Monkeys Podcast: Macro, Micro and Andrew's Scorecard

In the first episode of the Three Wise Monkeys Podcast for 2019, Andrew reflects on his scorecard for 2018 (his biggest losers, his biggest winners, and his average).

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Gentrack Group Ltd (ASX:GTK) FY 2018 Annual Results Analysis

Gentrack FY 2018 Results Review

It's been some time now since the Gentrack Group Ltd (ASX:GTK) FY 2018 annual results were released to market.

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Three Wise Monkeys Podcast: Gentrack Group Ltd (ASX:GTK) and Facebook

Claude explains why he's buying the dip on Gentrack (ASX:GTK) while Matt thinks Facebook stock looks cheap.

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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).

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