February 2020

Why I Drastically Increased Cash Holdings Because Of The Coronavirus

The monsters of our times

‘Monster Theatres’ proposes an arena of speculation, a circus of the unorthodox and the absurd, a shadow play between truth and fiction – Leigh Robb, Curator of Contemporary Art at the Art Gallery of South Australia (AGSA).

Kirsty Francis
Why I Drastically Increased Cash Holdings Because Of The Coronavirus

Frazis Podcast On Coronavirus, EML and Shopify

In the last couple of weeks I’ve been catching up with Michael Frazis of Frazis Capital Partners to argue chat about stocks. In the episode below, recorded on Saturday morning, we discussed whether to sell some shares or ride out the coronavirus shares. I shared my pain with EML Payments (ASX: EML), and we talked … Continued

Claude Walker
Why I Drastically Increased Cash Holdings Because Of The Coronavirus

Audinate (ASX: AD8) H1 FY 2020 Results Ethical Equities Analysis

Audinate (ASX: AD8) reported its results for the first of FY20 yesterday and the share price flopped 14% in response. I must admit to clenching my butt cheeks slightly when I first saw the title of the results release (“Audinate remains well positioned to deliver long term growth”) – which I initially interpreted as slightly … Continued

Fabregasto