Experimenting with a new way of (I hope) profiting from frivolity…

A somewhat bizarre SaaS company you may not have heard of.

Example being Medical Developments International (ASX: MVP)

Today I appeared on Ausbiz’s The Call to chat about 11 stocks in this order: Accent (AX1) Redbubble (RBL) The Reject Shop (TRS) Reece (REH) Easton Investments (EAS) Damstra (DTC) Class (CL1) Bill Identity (BID) Clinuvel Pharmaceuticals (CUV) IGO (IGO) Aurizon Holdings (AZJ) You can view the show below. The stocks I own were Easton, Damstra … Continued

Software ✓
Reasonable multiple ✓
Reasonably under the radar ✓
Reason to believe in long term tailwinds ✓

It only took 6 weeks for one stock to incinerate 54% of my capital invested…

The Adairs (ASX: ADH) share price rose on an upgrade recently, before falling in response to the Northern Beaches outbreak…

The Doctor Care Anywhere (ASXL DOC) share price is arguably too bouyant, but this is a company worth putting on the radar.

Growth stocks have soared in the last 6 months and our selection of 14 moon cloud growth stocks is up an average of 53% in that time!

Energy One (ASX: EOL) shares have enjoyed a strong run and today the company says it is tracking ahead of guidance.

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Rudi was running a little late for our episode of The Call on Friday, so I had a chance to share some thoughts on Appen (ASX: APX). During the show we talk about CSL (ASX: CSL) and I mention my newfound interest in SomnoMed (ASX: SOM) as it begins a turnaround process. We also talk … Continued

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Could this sub-scale little software company trading on about 6x ARR have a brighter future?

A new reverse listing SaaS company…

A closer look at the Secos (ASX: SES) opportunity and the expectations currently built in to the share price…

Strong results coming in ahead of expectations…

Eroad’s half year was a grey cloud with silver linings…

Anaplan has beaten estimates and reaccelerated revenue growth in the results released just 30 minutes ago.

The zeitgeist may shift in 2021…