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…

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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…

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On the Desk

On the Desk Talking Our Top Rules of Investing

This week On The Desk, the boys trawl through the countless “Rules of Investing” found in investing books, courses, and famous quotes to each deliver their Top 3 Rules. Check out the other podcasts from the team at Marcus Today: Marcus Today Market Updates (Includes Breakfast Briefing and End of Day Report) A twice daily podcast…

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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…

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BUY HOLD SELL – Cettire (ASX: CTT)

In the instant gratification world, the younger generation lives in today, Instagram, TikTok, cryptocurrencies and NFT’s are the mediums through which a ‘career’ for a very loose use of the word can be formed. Most of them fuel a culture that goes against every financial theory you learn at university. A dollar today is worth…

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