22 episodes

Matt Joass, Claude Walker & Andrew Page are the Three Wise Monkeys. Investing nerds who love nothing more than to wax lyrical about all the latest happenings on the Australian Sharemarket and beyond.

Three Wise Monkeys Podcast Three Wise Monkeys

    • Business

Matt Joass, Claude Walker & Andrew Page are the Three Wise Monkeys. Investing nerds who love nothing more than to wax lyrical about all the latest happenings on the Australian Sharemarket and beyond.

    #22. Season finale! Vista Group and reminiscences of a glorious raging bull market

    #22. Season finale! Vista Group and reminiscences of a glorious raging bull market

    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 threewisemonkeyspodcast@gmail.com

    And find us on Twitter @sage_simian @mattjoass @claudedwalker

    • 59 min
    #21. MicroCap Conference recap

    #21. MicroCap Conference recap

    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 threewisemonkeyspodcast@gmail.com

    And find us on Twitter @sage_simian @mattjoass @claudedwalker

    • 39 min
    #20. Picking through the crypto wreckage, plus Woolies buy-back and financial shenanigans

    #20. Picking through the crypto wreckage, plus Woolies buy-back and financial shenanigans

    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 threewisemonkeyspodcast@gmail.com

    And find us on Twitter @sage_simian @mattjoass @claudedwalker

    • 32 min
    #19. Recession Alert! Plus, Readcloud, Hansen vs Wisetech and Valuation 101

    #19. Recession Alert! Plus, Readcloud, Hansen vs Wisetech and Valuation 101

    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 threewisemonkeyspodcast@gmail.com

    And find us on Twitter @sage_simian @mattjoass @claudedwalker

    • 40 min
    #18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing

    #18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing

    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 threewisemonkeyspodcast@gmail.com

    And find us on Twitter @sage_simian @mattjoass @claudedwalker

    • 42 min
    #17. Appen's acquisition, Advance NanoTek, Clinuval Pharmaceuticals and more!

    #17. Appen's acquisition, Advance NanoTek, Clinuval Pharmaceuticals and more!

    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 threewisemonkeyspodcast@gmail.com

    And find us on Twitter @sage_simian @mattjoass @claudedwalker

    • 42 min

Customer Reviews

ddet10 ,

2nd Season.

Fun and informative, please have a 2nd season.

Eddie_E1 ,

Very insightful, why have you stopped?

Only just discovered this after joining the strawman site, it's great to hear reviews and insight on companies I've been watching or purchasing.

Juanchoalcala ,

Where can I hear you?

It’s a shame to see you leave? This is such a good show, planning on moving somewhere else?

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