Matt, Claude & Andrew discuss the big change in fortune for the once high-flying Corporate Travel Management (CTD) and Kogan (KGN)

Episode 1

#1: Corporate Travel Management and Kogan

This week, the Three Wise Monkeys discuss fundamental inflection points, and why correctly identifying them can yield huge returns.

Also, Matt gives us his pitch on Pushpay (ASX:PPH), Andrew shows some love to the much maligned Catapult (ASX:CAT) and Claude explains why he's buying Dicker Data (ASX:DDR)

Matt's article on inflection points: https://mattjoass.com/2018/11/10/inflection-point-investing/

Claude's article on Catapult: https://ethicalequities.com.au/blog/catapult-international-asxcat-fy-2018-results/

#2: Inflection points, Pushpay, Catapult and Dicker Data

It's a fairly one-sided Promedicus love in as Claude reports in on the AGM, Andrew is sceptical of A2's health claims, and Matt's not in for the Experience Co. experience.

ethicalequities.com.au
mattjoass.com
strawman.com

#3: ProMedicus, A2 Milk and Experience Co.

This week, Claude and Andrew try and convince Matt that Nanosonics (NAN) is worth holding, and the boys attempt to make sense of the AfterPay phenomenon. 

Email us at threewisemonkeyspodcast@gmail.com

@claudedwalker @sage_simian @mattjoass

www.mattjoass.com
www.strawman.com
www.ethicalequities.com.au

Episode 4

#4: Nanosonics and AfterPay

With Claude on sick leave, Matt & Andrew talk about beleaguered BWX (ASX:BWX) -- what went wrong and is now the time to buy. 

Also, why and when investors should change their mind, and Matt answers a listener question on PushPay (ASX:PPH).

Email us at threewisemonkeyspodcast@gmail.com

@sage_simian @mattjoass @claudedwalker 

www.mattjoass.com
www.strawman.com
www.ethicalequities.com.au

Episode 5

#5. BWX, Pushpay and When to Sell

This week the Three Wise Monkeys discuss two tech stocks at very different ends of the size spectrum. Claude tells us why he's a buyer of Gentrack (ASX:GTK), and the boys try and understand what's behind Facebook's (NASDAQ:FB) 30% fall. 

Email us at threewisemonkeyspodcast@gmail.com

@sage_simian @mattjoass @claudedwalker

www.strawman.com
www.ethicalequities.com.au
www.mattjoass.com

Episode 6

#6. Gentrack and Facebook

Andrew pitches microcap SaaS business Envirosuite (ASX:EVS), Claude bets against ooh Media (ASX:OML) and Matt talks about a kiwi start-up that's shooting stuff into space.

Email us at threewisemonkeyspodcast@gmail.com

Matt's article: https://mattjoass.com/2018/12/17/rocket-lab-the-kiwis-that-are-beating-elon-musk/

@sage_simian @mattjoass @claudedwalker

www.strawman.com
www.ethicalequities.com.au
www.mattjoass.com

Episode 7

#7. Envirosuite, ooh Media and Rocket Lab

Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.

Email us at threewisemonkeyspodcast@gmail.com

@sage_simian @mattjoass @claudedwalker

www.strawman.com
www.ethicalequities.com.au
www.mattjoass.com

#8. Macro outlook, Microcap investing & Scorecard review

Andrew pitches Integrated Research (ASX:IRI), Claude makes the case for Xref (ASX:XF1), and we answer some questions from listeners.

Email us at threewisemonkeyspodcast@gmail.com

@sage_simian @mattjoass @claudedwalker

www.strawman.com
www.ethicalequities.com.au
www.mattjoass.com

Episode 9

#9. Integrated Research, Xref and Mailbag

Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pitches the bull case for Webjet (ASX:WEB)

Email us at threewisemonkeyspodcast@gmail.com

@sage_simian @mattjoass @claudedwalker

www.strawman.com
www.ethicalequities.com.au
www.mattjoass.com

Episode 10

#10. Australian property, selling Class and buying Webjet

In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8).

Plus, we open the mailbag to answer some listener questions.

See Ethical Equities updates here: www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

@sage_simian @mattjoass @claudedwalker

For more great content, please visit:

www.strawman.com & www.mattjoass.com

Episode 11

#11. Audinate, Volpara, Dicker Data, locality Planning and listener mailbag

In this episode we talk through the Banking Royal Commission, and what that might mean for banks. 

We also review the quarterly updates for Catapult (CAT) and Envirosuite (EVS), and Matt outlines a huge challenge facing the worlds second largest economy, and what that might mean for Australia.

Email us at threewisemonkeyspodcast@gmail.com

@sage_simian @mattjoass @claudedwalker

For more great content, please visit:

www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

#12. Banking RC, Catapult & Envirosuite update and China's great wall of debt

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 he likes to prepare for earnings season, and why it matters.

Claude's articles can be found at www.ethicalequities.com.au, plus you'll find loads of other great content at www.strawman.com, & www.mattjoass.com.

Email us at threewisemonkeyspodcast@gmail.com and find us on Twitter: @sage_simian @mattjoass @claudedwalker

episode 13

#13. Paragon, Nearmap, Kip McGrath and preparing for earnings season

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 (Bingo, Amalgamated Holdings and McGrath, among others).

For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

And find us on Twitter @sage_simian @mattjoass @claudedwalker

Episode 14

#14. Altium, 1300 Smiles and stocks feeling property pain

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 (ASX:NAN), A2 Milk (ASX:A2M), Webjet (ASX:WEB) & ProMedicus (ASX:PME). 

For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

And find us on Twitter @sage_simian @mattjoass @claudedwalker

Episode 15

#15. Results round-up: Appen, MNF Group, A2 Milk & more

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 Australia is headed for a recession...

For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

And find us on Twitter @sage_simian @mattjoass @claudedwalker

#16. More results -- Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?

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 Pharmaceuticals and Advance NanoTek can continue. 

Plus Matt updates us on his recent meeting with the PushPay team.

For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

And find us on Twitter @sage_simian @mattjoass @claudedwalker

Episode 17

#17. Appen's acquisition, Advance NanoTek, Clinuval Pharmaceuticals and more!

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 fan favourite ProMedicus (ASX:PME) is now too expensive.

Plus, we talk about the pros and cons of using leverage, why position sizing is so important to your returns and risk, and we consider how investors should prepare for, and act in, a recession.

For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

And find us on Twitter @sage_simian @mattjoass @claudedwalker

Episode 18

#18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing

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 Wisetech, and ask why the market values these two seemingly similar companies so differently.

And, finally, we give a short lesson in valuation. 

For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

And find us on Twitter @sage_simian @mattjoass @claudedwalker

Episode 19

#19. Recession Alert! Plus, Readcloud, Hansen vs Wisetech and Valuation 101

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 some of the ways companies can manipulate their accounts, and how investors can spot a few red flags.

For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

And find us on Twitter @sage_simian @mattjoass @claudedwalker

Episode 20

#20. Picking through the crypto wreckage, plus Woolies buy-back and financial shenanigans

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 private & professional investors.

We run through our thoughts on all the companies that presented:

Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT),Locality Planning (LPE), XRef (XF1), AuMake (AU8), Kelly Partners (KPG), Envirosuite (EVS), Ocean Growth Abalone (OGA), TruScreen (NZX:TRU), Adalta (1AD).

AFR article on the conference: https://www.afr.com/markets/equity-markets/microcap-managers-navigate-a-lonely-universe-20190409-p51ceu

Coffee MicroCaps Website: www.coffeemicrocaps.com

For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

And find us on Twitter @sage_simian @mattjoass @claudedwalker

Episode 21

#21. MicroCap Conference recap

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 visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au

Email us at threewisemonkeyspodcast@gmail.com

And find us on Twitter @sage_simian @mattjoass @claudedwalker

Episode 22

#22. Season finale! Vista Group and reminiscences of a glorious raging bull market

Matt Joass, Claude Walker & Andrew Page are the Three Wise Monkeys. Investing nerds who love nothing more than to wax lyrical about all the latest happenings on the Australian Sharemarket and beyond.

Three Wise Monkeys Podcast

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