Three Wise Monkeys Podcast
1) #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 vis...Show More
2) #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 priv...Show More
3) #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 ...Show More
4) #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 Wisete...Show More
#19. Recession Alert! Plus, Readcloud, Hansen vs Wisetech and Valuation 101
40:46 | Mar 26th, 2019
5) #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 f...Show More
6) #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 Pharmaceut...Show More
#17. Appen's acquisition, Advance NanoTek, Clinuval Pharmaceuticals and more!
42:23 | Mar 13th, 2019
7) #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 Austr...Show More
8) #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 (...Show More
9) #14. Altium, 1300 Smiles and stocks feeling property pain
This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property...Show More
10) #13. Paragon, Nearmap, Kip McGrath and preparing for earnings season
This week, we discuss Paragon's (ASX:PGC) profit downgrade, Nearmap's (ASX:NEA) stellar performance and why Kip McGrath (ASX:KME) is Claude's second largest position. Plus, Matt takes us through how h...Show More