Pandemomomania – noun – an enthusiasm for stocks that are going up during a pandemic…

I expected to see Pushpay (ASX: PPH) shares rise in price as it crossed its profitability inflection point. But it happened without me…

With the coronavirus pandemic looking ever more likely, I’ve sold down a fair few companies..

Last week Pushpay Holdings (ASX:PPH) announced that it would buy Church Community Builder (CCB). Arguably the main benefit here is to increase the stickiness of customer relationships by providing more of the technology stack used by each church. This would come with cross-selling opportunities, but also development expenses. UBS has estimated CCB has a gross … Continued