Three Wise Monkeys Podcast

In this, our finale episode for the season, Claude takes us through the investment case for Vista Group (VGL), and we reminisce about past episodes and stock picks. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker

This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT),Locality Planning (LPE), XRef (XF1), AuMake (AU8), Kelly Partners (KPG), Envirosuite (EVS), Ocean Growth Abalone (OGA), TruScreen (NZX:TRU), Adalta (1AD). AFR article on the conference: https://www.afr.com/markets/equity-markets/microcap-managers-navigate-a-lonely-universe-20190409-p51ceu Coffee MicroCaps Website: www.coffeemicrocaps.com For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker

This week, Matt picks through the crypto wreckage -- are there bargains to be had now the bubble has popped? Also, Andrew walks us through Woolworths' massive share buy-back and the boys talk though some of the ways companies can manipulate their accounts, and how investors can spot a few red flags. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker

One of history's most reliable recession indicators just flashed red, so what does that mean? Plus, we outline the investment case for (and against) Readcloud (ASX:RCL). We compare Hansen with Wisetech, and ask why the market values these two seemingly similar companies so differently. And, finally, we give a short lesson in valuation. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker

This week, we revisit Wisetech (ASX:WTC) following its cash grab; should investors participate in the capital raise? Also, we run the ruler over water specialist Fluence (ASX:FLC) and we ask whether fan favourite ProMedicus (ASX:PME) is now too expensive. Plus, we talk about the pros and cons of using leverage, why position sizing is so important to your returns and risk, and we consider how investors should prepare for, and act in, a recession. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker

This week, we dissect Appen's latest acquisition and touch on the ethics of AI. We look to why shares in Envirosuite have surged higher, and ask whether the phenomenal gains from Clinuvel Pharmaceuticals and Advance NanoTek can continue. Plus Matt updates us on his recent meeting with the PushPay team. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker

This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession... For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker

Following a big week of half-yearly reports on the ASX, the guys cover six of their favourite stocks -- and all in under 40 minutes! Stocks covered: Appen (ASX:APX), MNF Group (ASX:MNF), Nanosonics (ASX:NAN), A2 Milk (ASX:A2M), Webjet (ASX:WEB) & ProMedicus (ASX:PME). For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker

This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property (Bingo, Amalgamated Holdings and McGrath, among others). For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker

This week, we discuss Paragon's (ASX:PGC) profit downgrade, Nearmap's (ASX:NEA) stellar performance and why Kip McGrath (ASX:KME) is Claude's second largest position. Plus, Matt takes us through how he likes to prepare for earnings season, and why it matters. Claude's articles can be found at www.ethicalequities.com.au, plus you'll find loads of other great content at www.strawman.com, & www.mattjoass.com. Email us at [email protected] and find us on Twitter: @sage_simian @mattjoass @claudedwalker

In this episode we talk through the Banking Royal Commission, and what that might mean for banks. We also review the quarterly updates for Catapult (CAT) and Envirosuite (EVS), and Matt outlines a huge challenge facing the worlds second largest economy, and what that might mean for Australia. Email us at [email protected] @sage_simian @mattjoass @claudedwalker For more great content, please visit: www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8). Plus, we open the mailbag to answer some listener questions. See Ethical Equities updates here: www.ethicalequities.com.au Email us at [email protected] @sage_simian @mattjoass @claudedwalker For more great content, please visit: www.strawman.com & www.mattjoass.com

Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pitches the bull case for Webjet (ASX:WEB) Email us at [email protected] @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com

Andrew pitches Integrated Research (ASX:IRI), Claude makes the case for Xref (ASX:XF1), and we answer some questions from listeners. Email us at [email protected] @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com

Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps. Email us at [email protected] @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com

Andrew pitches microcap SaaS business Envirosuite (ASX:EVS), Claude bets against ooh Media (ASX:OML) and Matt talks about a kiwi start-up that's shooting stuff into space. Email us at [email protected] Matt's article: https://mattjoass.com/2018/12/17/rocket-lab-the-kiwis-that-are-beating-elon-musk/ @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com

This week the Three Wise Monkeys discuss two tech stocks at very different ends of the size spectrum. Claude tells us why he's a buyer of Gentrack (ASX:GTK), and the boys try and understand what's behind Facebook's (NASDAQ:FB) 30% fall. Email us at [email protected] @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com

With Claude on sick leave, Matt & Andrew talk about beleaguered BWX (ASX:BWX) -- what went wrong and is now the time to buy. Also, why and when investors should change their mind, and Matt answers a listener question on PushPay (ASX:PPH). Email us at [email protected] @sage_simian @mattjoass @claudedwalker www.mattjoass.com www.strawman.com www.ethicalequities.com.au

This week, Claude and Andrew try and convince Matt that Nanosonics (NAN) is worth holding, and the boys attempt to make sense of the AfterPay phenomenon. Email us at [email protected] @claudedwalker @sage_simian @mattjoass www.mattjoass.com www.strawman.com www.ethicalequities.com.au

It's a fairly one-sided Promedicus love in as Claude reports in on the AGM, Andrew is sceptical of A2's health claims, and Matt's not in for the Experience Co. experience. ethicalequities.com.au mattjoass.com strawman.com

This week, the Three Wise Monkeys discuss fundamental inflection points, and why correctly identifying them can yield huge returns. Also, Matt gives us his pitch on Pushpay (ASX:PPH), Andrew shows some love to the much maligned Catapult (ASX:CAT) and Claude explains why he's buying Dicker Data (ASX:DDR) Matt's article on inflection points: https://mattjoass.com/2018/11/10/inflection-point-investing/ Claude's article on Catapult: https://ethicalequities.com.au/blog/catapult-international-asxcat-fy-2018-results/

Matt, Claude & Andrew discuss the big change in fortune for the once high-flying Corporate Travel Management (CTD) and Kogan (KGN)