Three Wise Monkeys Podcast Three Wise Monkeys

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

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

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

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

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

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