WAAAX on or WAAAX off? Our technology index is down ~5% since September 4. The Nasdaq is down ~9.5% over the same period. The high-flying tech sector has been brought back down to earth, the ‘waaax’ wings have melted and the froth has been blown off the top (somewhat). While the recovery theme is still…
Founded in 2006, Redbubble Group (ASX: RBL) owns and operates online marketplaces redbubble.com and teepublic.com. It manages an ecosystem of creatives selling designs on everyday products like t-shirts, stationary, bags and wall art. It has a network of 37 fulfillers across 10 countries and 41 locations, and it fulfils products close to customers, keeping shipping…
‘Superannuation is for the long term’. I wonder how many people react as I do to that statement. I immediately have two reactions. The first and most obvious is that at 82 with 83 approaching at an alarming rate there is no long term for me. It’s a case of living for the day, week…
Ooh Media (ASX: OML) is an Out-Of-Home advertising and media company. It offers advertisers the platform to create engagement with audiences through its portfolio of physical assets, linked to online, mobile and social media. Its road and commute segments are its main earners, contributing to more than 60% of revenue. The business trumpets its product…
Plenty of noise without much action. Despite threatening to break down and then up, the market kept heading sideways through July. FUND PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA spent July unchanged thanks to its 100% cash weighting. The ASX 300 Accumulation index rose 0.6% over the month. Over the past…
Netwealth Group Limited (ASX: NWL) is an Australia-based technology company that offers superannuation and non-superannuation platform product. NWL provides financial Intermediaries and investors with financial services including managed funds, investor directed portfolio services, a superannuation master fund, separately managed accounts and self-managed superannuation administration services. NWL offers portfolio administration, investment management tools, and investment and…
One of my daughters has been looking for a casual job and one came up at PetBarn yesterday packing online boxes. Her response was “I’d better apply before JobKeeper ends and everybody else starts looking for a job”. Clever girl. Getting ahead of the curve. The same applies in the stock market. Assume everything everybody…
The concept for this article has been unashamedly stolen from Warren Buffet although it has been given an an Australian flavour. He expounded the US version in a speech in 1984 commemorating the fiftieth anniversary of the book Security Analysis by Benjamin Graham and David Dodd, the bible of value investing. He called his speech…
Webjet Limited (ASX: WEB) provides online travel bookings. WEB provides services in regional consumer markets, as well as global wholesale markets via the online channel. It operates through two segments, including Business to Consumer Travel (B2C Travel) and Business to Business Travel (B2B Travel). The Company’s B2C division consists of Webjet and Online Republic brands.…
THE RESULTS SEASON – A SURVIVAL GUIDE We are into the results season and these days, for equity investors, the results month is like being on a battlefield during an artillery barrage wearing fluoro orange. You never quite know when you’re going to get blown up. We are into the results season and these days,…
