Three Wise Monkeys Podcast

Three Wise Monkeys

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.

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

    01/05/2019

    #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
  2. #21. MicroCap Conference recap

    12/04/2019

    #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

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

    03/04/2019

    #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

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

    26/03/2019

    #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

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

    20/03/2019

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

    13/03/2019

    #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
  7. #16. More results -- Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?

    06/03/2019

    #16. More results -- Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?

    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 threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker

    40 min
  8. #15. Results round-up: Appen, MNF Group, A2 Milk & more

    27/02/2019

    #15. Results round-up: Appen, MNF Group, A2 Milk & more

    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 threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker

    42 min
See All (22)

4.9
out of 5
107 Ratings

About

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.

Information

  • Creator
    Three Wise Monkeys
  • Years Active
    2018 - 2019
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Three Wise Monkeys Podcast