In this episode, Mike and Claude chat about the impending coronavirus pandemic, as well as discussing Afterpay (ASX: APT), Teledoc (NYSE: TDOC) and a couple of other stocks.
Why I like them, the expected impact from the coronavirus, and my target buying range…
Here’s how infection rates are tracking in a few key areas…
Is a global pandemic really less serious than Greece not paying its bills?
Here’s what I’m buying just in case the coronavirus epidemic hits Australia soon…
The rapid growth in coronavirus cases outside China suggests we are heading into a pandemic…
When the facts change, I change my mind…
I have had severe asthma since I was a child. I have been hospitalised perhaps twice prior to puberty when my chest muscles were weaker and unable to sustain the effort of breathe. I assume that there’s a good chance that one day, when I’m weakened by disease or old age, I may suffocate as … Continued
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
With the coronavirus pandemic looking ever more likely, I’ve sold down a fair few companies..
I’d sooner kick myself in the crotch than become someone who assumes that those who invest differently are clueless.
Bad news for everyone…
Online travel agent and hotel inventory aggregator Webjet Limited (ASX:WEB) announced bullish underlying results earlier today…
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While there’s no doubt that many companies will suffer from the tragedy caused by the novel coronavirus, there’s very little that can be done about that. Travel companies must suffer so that fewer humans do. What is best for all of us is that the outbreak is as controlled as possible and that patients are … Continued