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Skin In The Game
34 minutes | Aug 29, 2019
Skin In The Game – Webjet, Blackmores, Donaco and more
Join Nathan and Alex for the final episode of Skin in the game, as they discuss Webjet, Blackmores, Donaco, RPMGlobal and more small cap stocks. 01:50 – Thoughts on Austal (ASB)04: 10 – Short report on Rural Funds Group (RFF)06:23 – Why longer toll roads are better09:05 – Is EBITDA a good financial metric to use?12:44 – Acrow Formwork (ACF)15:37 – Why DRPs may be suspended18:01 – Donaco (DNA)22:31 – Blackmores (BKL)25:25 – RPMglobal (RUL)29:33 – Webjet (WEB)See omnystudio.com/listener for privacy information.
24 minutes | Jul 28, 2019
Skin in the game – Atlas Arteria, Blackmores, IPH & Donaco
Join Alex and Nathan as they discuss these stocks and why the market's increasing short sightedness could be offering an opportunity in stocks suffering growing pains, like Blackmores. 01:21 – Thought on IPH5:48 – Katmandu7:44 – Atlas Arteria11:22 – Donaco16:23 – Australasian Academies19:09 – Tolerance for pain, BlackmoresSee omnystudio.com/listener for privacy information.
30 minutes | Jul 11, 2019
AMP, Clydesdale Bank and demergers
Join Nathan and Alex as they discuss big financials AMP and Clydesdale Bank, demergers and a few small cap stocks. 00:57 – Is there a price or time that you’d buy AMP?05:30 – Cyber security and Whitehawk (WHK) 07:59 – Thoughts on demergers11:28 – Mesoblast (MSB)13:03 – Clydesdale Bank update18:41 – Superloop (SLC) and Redflex (RDF)23:32 – Stocks to unload in current environmentSee omnystudio.com/listener for privacy information.
34 minutes | Jul 3, 2019
Porter's Five Forces, Challenger, Tinybeans, Pushpay
Join Nathan and Alex as they discuss some current examples to explain how to use Porter's Five Forces in your investment process. 00:31 – Thoughts on Atomos (AMS)04:07 – Views on Challenger (CGF)06: 52 – Thoughts on 3PL (3PL)08:41 – Mach7 technologies (M7T) and iSignthis (ISX)15:20 - Tinybeans (TNY)19:08 - Pushpay (PPH)21:42 – Porters 5 forces Threat of New Entrants – Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap; Threat of Substitute Products or Services – Switching costs for Afterpay very low; Bargaining Power of Buyers – Individuals have none; Appen has two large customers; Bargaining Power of Suppliers – Companies that rely on rare sources, like lithium; Competitive Rivalry Among Existing Firms – UK banking sector See omnystudio.com/listener for privacy information.
33 minutes | Jun 25, 2019
IPOs and a swing around the small cap jungle
Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs. 00:48 – Audinate's (AD8) restricted shares02:44 – Frontier Digital Ventres (FDV) share price increase08:35 – Comments on PolyNovo (PNV)09:11 – Thoughts on Bingo Industries (BIN)12:10 – Investing in IPOs16:12 – Thoughts on New Hope Corporation (NHC)18:07 – Thoughts on Grange Resources (GRR)19:39 – AGL's (AGL) move on Vocus (VOC)23:40 – Tax loss selling season28: 47 – Acrow Formwork and Construction Services (ACF)30:33 – Gale Pacific (GAP)32:13 – Saferoads Holdings (SRH)See omnystudio.com/listener for privacy information.
21 minutes | Jun 5, 2019
Link Administration and some small caps
Join Nathan and Alex as they discuss Xero's recent annual result, Link's profit downgrade, how to build a portfolio from scratch, high frequency trading and your personal details, Ardent Leisure and WPP AUNZ.See omnystudio.com/listener for privacy information.
33 minutes | May 22, 2019
Banks, election winners, Aristocrat Leisure and NextDC
Join Nathan and Alex, as they discuss APRA's lower lending standards, winners from the election, Reliance Worldwide's profit downgrade, Aristocrat Leisure, Azure Haealthcare and NextDC. 02:04 – Is APRA’s move to reduce the home loan buffer rate significant for the banks?08:54 – Hempton’s view of home prices and lending14:11 – Winners from the Liberals' recent election victory16:19 – Thoughts on Azure Healthcare18:21 – Reliance Worldwide's recent downgrade23:40 – Any potential upside for Dicker Data?25:31 – Thoughts on Next DC29:30 – Pokies vs social gamingSee omnystudio.com/listener for privacy information.
27 minutes | May 15, 2019
Big banks remediation, Freelancer, interest rates, HUB24 and Netwealth
Join Nathan and Alex as they discuss Freelancer; whether remediation costs from the Hayne inquiry are near an end or just beginning; and whether HUB24 and Netwealth will steal market share from SMSFs, inn addition to analysing some small caps and the importance of long-term US interest rates. 00:35 – Banking and wealth management remediation03:20 – Will WRAP providers benefit from the shift out of SMSFs?07:40 – Comments on Freelancer12:35 – Why do US 10-year bond rates matter?16:32 – Are commercial solar farms a good investment?18:07 – Is Respiri on our radar?21:23 – Thoughts on ReadCloud22:53 – SAAS company presentation day See omnystudio.com/listener for privacy information.
40 minutes | May 8, 2019
Everything you want to know about resources stocks
Join Nathan Bell as he gets the good oil from special guest Gaurav Sodhi on Australia's major resources and energy stocks, including BHP, Rio, Woodside and Origin Energy. See omnystudio.com/listener for privacy information.
32 minutes | May 1, 2019
A2 Milk; The big banks; health insurers and much more
Join portfolio manager's Nathan Bell and Alex Hughes as they discuss A2 Milk, the big banks, the private health insurers, Flight Centre, Audinate, Swift Media and Elektro Optical Systems. 00:45 – Macquarie's impact on ACC's view of TPG/Vodafone merger03:34 – Swift Media's falling share price06:37 – Flight Centre's recent downgrade10:04 – Stockopedia analysis of 245 downgrades of small UK stocks12:24 – Elektro Optical Systems15:47 – Private health insurers under ALP policy 20:05 – Audinate's revenue potential22:25 – Bank funding costs27:00 – Placebos – A2 Milk and Blackmores See omnystudio.com/listener for privacy information.
35 minutes | Apr 22, 2019
Big opportunities in small and mid-caps
Join Nathan and Alex as they discuss Audinate's $1bn opportunity; why Seek can become a much bigger company; why you shouldn't underestimate Blackmores; an emerging opportunity in Bapcor; several small cap companies raised by listeners.See omnystudio.com/listener for privacy information.
36 minutes | Apr 3, 2019
Acquisitions, retailers and LICs
Join Nathan and Alex as they discuss Sonic Healthcare, Challenger Financial, Baby Bunting, Noni B, ARQ (Melbourne IT) and what matters when buying LICs.See omnystudio.com/listener for privacy information.
33 minutes | Mar 27, 2019
Lessons From an International Investor
Nathan Bell and Gaurav Sodhi discuss the pros and cons of investing overseas, what Nathan learned from three years working on an international fund, whether growth will forever outperform value stocks, and Nathan's best current overseas investment idea. See omnystudio.com/listener for privacy information.
39 minutes | Mar 14, 2019
Small cap stock ideas
This week, portfolio managers Nathan Bell and Alex Hughes discuss Webjet, MSL Solutions, RPM Global, Elmo, Class, Thorn Group, Eleanor Investment, Redflex, and Brickwall Property Trust.See omnystudio.com/listener for privacy information.
30 minutes | Mar 6, 2019
New ideas in the aftermath of reporting season
Join portfolio managers Nathan Bell and Alex Hughes, as they discuss Seek, Pushpay, Reliance Worldwide, Redbubble, Oliver's, Australian Vintage, and 360 Capital.See omnystudio.com/listener for privacy information.
33 minutes | Feb 24, 2019
Reporting season: Week 3
Join portfolio managers Nathan Bell and Alex Hughes, as they unpack results from stalwarts Wesfarmers, Coles and Woolworths, Sydney Airport, Flight Centre, Cleanaway, Crown Resorts and Star Entertainment, and future leaders Reliance Worldwide, Lovisa, Breville, Nanosonics, Audinate, Hansen Technologies and Blackmores. See omnystudio.com/listener for privacy information.
25 minutes | Feb 13, 2019
Reporting season continues
This week Nathan and Alex discuss the results of CSL; Transurban; Carsales; Australasian Academies; ALE Group, Class; Unibail-Rodamco-Westfield and JB Hi-Fi; as well as explain how their investing approach has changed over time.See omnystudio.com/listener for privacy information.
32 minutes | Feb 6, 2019
Reporting Season: Week 1
Join portfolio managers Nathan Bell and Alex Hughes as they discuss recent updates from portfolio holdings: Xero; Commonwealth Bank; Clydesdale Bank; ResMed; Reliance Worldwide; Dicker Data; and Frontier Digital Ventures. See omnystudio.com/listener for privacy information.
40 minutes | Dec 12, 2018
A stroll through small caps
Xero, Technology One, Bellamy's, Class, RPM Global and many more. Join Nathan and Alex as they explore stocks they'd most like to own. See omnystudio.com/listener for privacy information.
28 minutes | Dec 5, 2018
Afterpay, Moelis, UK stock ideas, and preparing for a recession
This week, InvestSMART's Nathan Bell and Alex Hughes talk about the rise of Afterpay, Moelis Australia, UK stock ideas, preparing for a recession and how to stay rational when under pressure.See omnystudio.com/listener for privacy information.
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