BUY HOLD SELL – Camplify (ASX: CHL)

The reopening enthusiasm is palpable in Victoria. The sun is shining a little brighter and the air through the thin layer of cotton mask is arguably, sweeter? I was asked to look at a company which has done very well out of reopening activity and closed international borders. Campily (CHL), the business has created an…

Welcome Disruption - things have changed

Welcome Disruption

It’s been more than 30 years since the youngest of our 3 sons moved out of the family home After a very busy family life, we had to adapt to just the two of us rattling around a four-bedroom house.  With both of us having substantial work responsibilities the change was not so noticeable at…

BUY HOLD SELL – Nick Scali (ASX: NCK)

The median Sydney house price is rising by nearly $6000 per week. In Melbourne, it is a similar number. Central banks and regulators are stepping in with tougher macro-prudential rules but that isn’t going to going to stop the boom. CBA calculating national prices will rise 7% in 2022 despite APRA’s move to lift serviceability…