I migliori Skin In The Game podcast (2024)

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Skin In The Game – Webjet, Blackmores, Donaco and more 34:27

5+ y ago34:27

34:27

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:…

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Skin in the game – Atlas Arteria, Blackmores, IPH & Donaco 24:02

5+ y ago24:02

24:02

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 See omnystudio.com/l…

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AMP, Clydesdale Bank and demergers 29:30

5+ y ago29:30

29:30

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 – Stoc…

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Porter's Five Forces, Challenger, Tinybeans, Pushpay 33:31

5+ y ago33:31

33:31

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 force…

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IPOs and a swing around the small cap jungle 33:16

5+ y ago33:16

33:16

Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs. 00:48 – Audinate's (AD8) restricted shares 02:44 – Frontier Digital Ventres (FDV) share price increase 08:35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 – …

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Link Administration and some small caps 20:42

5+ y ago20:42

20:42

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. See omnystudio.com/listener for privacy information.Di InvestSMART

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Banks, election winners, Aristocrat Leisure and NextDC 33:22

5+ y ago33:22

33:22

Join Nathan and Alex, as they discuss APRA's lower lending standards, winners from the election, Reliance Worldwide's profit downgrade, Aristocrat Leisure, Azure Haealthcare and NextDC. 02:04 – Is APRA’s move to reduce the home loan buffer rate significant for the banks? 08:54 – Hempton’s view of home prices and lending 14:11 – Winners from the Lib…

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Big banks remediation, Freelancer, interest rates, HUB24 and Netwealth 26:44

5+ y ago26:44

26:44

Join Nathan and Alex as they discuss Freelancer; whether remediation costs from the Hayne inquiry are near an end or just beginning; and whether HUB24 and Netwealth will steal market share from SMSFs, inn addition to analysing some small caps and the importance of long-term US interest rates. 00:35 – Banking and wealth management remediation 03:20 …

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Everything you want to know about resources stocks 39:57

5+ y ago39:57

39:57

Join Nathan Bell as he gets the good oil from special guest Gaurav Sodhi on Australia's major resources and energy stocks, including BHP, Rio, Woodside and Origin Energy. See omnystudio.com/listener for privacy information.Di InvestSMART

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A2 Milk; The big banks; health insurers and much more 31:47

5+ y ago31:47

31:47

Join portfolio manager's Nathan Bell and Alex Hughes as they discuss A2 Milk, the big banks, the private health insurers, Flight Centre, Audinate, Swift Media and Elektro Optical Systems. 00:45 – Macquarie's impact on ACC's view of TPG/Vodafone merger 03:34 – Swift Media's falling share price 06:37 – Flight Centre's recent downgrade 10:04 – Stockop…

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Big opportunities in small and mid-caps 35:28

5+ y ago35:28

35:28

Join Nathan and Alex as they discuss Audinate's $1bn opportunity; why Seek can become a much bigger company; why you shouldn't underestimate Blackmores; an emerging opportunity in Bapcor; several small cap companies raised by listeners. See omnystudio.com/listener for privacy information.Di InvestSMART

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Acquisitions, retailers and LICs 36:26

5+ y ago36:26

36:26

Join Nathan and Alex as they discuss Sonic Healthcare, Challenger Financial, Baby Bunting, Noni B, ARQ (Melbourne IT) and what matters when buying LICs. See omnystudio.com/listener for privacy information.Di InvestSMART

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Lessons From an International Investor 33:07

5+ y ago33:07

33:07

Nathan Bell and Gaurav Sodhi discuss the pros and cons of investing overseas, what Nathan learned from three years working on an international fund, whether growth will forever outperform value stocks, and Nathan's best current overseas investment idea. See omnystudio.com/listener for privacy information.…

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Small cap stock ideas 39:17

6y ago39:17

39:17

This week, portfolio managers Nathan Bell and Alex Hughes discuss Webjet, MSL Solutions, RPM Global, Elmo, Class, Thorn Group, Eleanor Investment, Redflex, and Brickwall Property Trust. See omnystudio.com/listener for privacy information.Di InvestSMART

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New ideas in the aftermath of reporting season 30:03

6y ago30:03

30:03

Join portfolio managers Nathan Bell and Alex Hughes, as they discuss Seek, Pushpay, Reliance Worldwide, Redbubble, Oliver's, Australian Vintage, and 360 Capital. See omnystudio.com/listener for privacy information.Di InvestSMART

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Reporting season: Week 3 33:06

6y ago33:06

33:06

Join portfolio managers Nathan Bell and Alex Hughes, as they unpack results from stalwarts Wesfarmers, Coles and Woolworths, Sydney Airport, Flight Centre, Cleanaway, Crown Resorts and Star Entertainment, and future leaders Reliance Worldwide, Lovisa, Breville, Nanosonics, Audinate, Hansen Technologies and Blackmores. See omnystudio.com/listener fo…

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Reporting season continues 25:08

6y ago25:08

25:08

This week Nathan and Alex discuss the results of CSL; Transurban; Carsales; Australasian Academies; ALE Group, Class; Unibail-Rodamco-Westfield and JB Hi-Fi; as well as explain how their investing approach has changed over time. See omnystudio.com/listener for privacy information.Di InvestSMART

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Reporting Season: Week 1 31:56

6y ago31:56

31:56

Join portfolio managers Nathan Bell and Alex Hughes as they discuss recent updates from portfolio holdings: Xero; Commonwealth Bank; Clydesdale Bank; ResMed; Reliance Worldwide; Dicker Data; and Frontier Digital Ventures. See omnystudio.com/listener for privacy information.Di InvestSMART

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A stroll through small caps 40:00

6y ago40:00

40:00

Xero, Technology One, Bellamy's, Class, RPM Global and many more. Join Nathan and Alex as they explore stocks they'd most like to own. See omnystudio.com/listener for privacy information.Di InvestSMART

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Afterpay, Moelis, UK stock ideas, and preparing for a recession 27:52

6y ago27:52

27:52

This week, InvestSMART's Nathan Bell and Alex Hughes talk about the rise of Afterpay, Moelis Australia, UK stock ideas, preparing for a recession and how to stay rational when under pressure. See omnystudio.com/listener for privacy information.Di InvestSMART

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Spin offs, bids, US housing and more 25:29

6y ago25:29

25:29

Join InvestSMART portfolio managers Nathan Bell and Alex Hughes, as they explain why Wesfarmers and Coles isn't the typical spin off opportunity; why Thorn Group is not a high quality business but could be a great opportunity; why there's reason to be bullish on US housing; and why a bid for portfolio holding Trade Me might not be good news. See om…

Podcast che vale la pena ascoltare

Podcast di Skin In The Game

Podcast che vale la pena ascoltare

1
Skin In The Game

InvestSMART

1
Skin In The Game – Webjet, Blackmores, Donaco and more 34:27

1
Skin in the game – Atlas Arteria, Blackmores, IPH & Donaco 24:02

1
AMP, Clydesdale Bank and demergers 29:30

1
Porter's Five Forces, Challenger, Tinybeans, Pushpay 33:31

1
IPOs and a swing around the small cap jungle 33:16

1
Link Administration and some small caps 20:42

1
Banks, election winners, Aristocrat Leisure and NextDC 33:22

1
Big banks remediation, Freelancer, interest rates, HUB24 and Netwealth 26:44

1
Everything you want to know about resources stocks 39:57

1
A2 Milk; The big banks; health insurers and much more 31:47

1
Big opportunities in small and mid-caps 35:28

1
Acquisitions, retailers and LICs 36:26

1
Lessons From an International Investor 33:07

1
Small cap stock ideas 39:17

1
New ideas in the aftermath of reporting season 30:03

1
Reporting season: Week 3 33:06

1
Reporting season continues 25:08

1
Reporting Season: Week 1 31:56

1
A stroll through small caps 40:00

1
Afterpay, Moelis, UK stock ideas, and preparing for a recession 27:52

1
Spin offs, bids, US housing and more 25:29

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