21 episodes

Skin in the Game is a weekly podcast by InvestSMART with Portfolio Managers Nathan Bell and Alex Hughes. Each week they chat about stocks in the news, economic events, markets, portfolio management and holdings and changes in their respective portfolios. If you have any questions you would like answered in future episodes, please send us an email to skininthegame@investsmart.com.au

Skin In The Game InvestSMART

    • Investing

Skin in the Game is a weekly podcast by InvestSMART with Portfolio Managers Nathan Bell and Alex Hughes. Each week they chat about stocks in the news, economic events, markets, portfolio management and holdings and changes in their respective portfolios. If you have any questions you would like answered in future episodes, please send us an email to skininthegame@investsmart.com.au

    Skin In The Game – Webjet, Blackmores, Donaco and more

    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 better
    09:05 – Is EBITDA a good financial metric to use?
    12:44 – Acrow Formwork (ACF)
    15:37 – Why DRPs may be suspended
    18:01 – Donaco (DNA)
    22:31 – Blackmores (BKL)
    25:25 – RPMglobal (RUL)
    29:33 – Webjet (WEB)

    • 34 min
    Skin in the game – Atlas Arteria, Blackmores, IPH & Donaco

    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 IPH
    5:48  –  Katmandu
    7:44 – Atlas Arteria
    11:22 – Donaco
    16:23 – Australasian Academies
    19:09 – Tolerance for pain, Blackmores

    • 24 min
    AMP, Clydesdale Bank and demergers

    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 demergers
    11:28 – Mesoblast (MSB)
    13:03 – Clydesdale Bank update
    18:41 – Superloop (SLC) and Redflex (RDF)
    23:32 – Stocks to unload in current environment

    • 29 min
    Porter's Five Forces, Challenger, Tinybeans, Pushpay

    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

    • 33 min
    IPOs and a swing around the small cap jungle

    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 shares
    02:44 – Frontier Digital Ventres (FDV) share price increase
    08:35 – Comments on PolyNovo (PNV)
    09:11 – Thoughts on Bingo Industries (BIN)
    12:10 – Investing in IPOs
    16:12 – 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 season
    28: 47 – Acrow Formwork and Construction Services (ACF)
    30:33 – Gale Pacific (GAP)
    32:13 – Saferoads Holdings (SRH)

    • 33 min
    Link Administration and some small caps

    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.

    • 20 min

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