Xero (ASX: XRO) is an accounting software company with market dominance in Australia and New Zealand, and ambitions to grow in the UK and the USA. The magic of its business model is that as accounting software, it is extremely inconvenient for customers to ever leave, leading to very low churn and high customer lifetime values.
After a three month hiatus, this mega-episode kicks off with a discussion about the how we approach the psychological challenge of big panic days when the stock market tanks.
Xero’s $2.5B Melio buy aims for US growth, but at the cost of margins. Will it pay off, or repeat past acquisition mistakes? Key risks and analysis.
Xero’s FY25 results show strong ANZ growth and rising UK traction, but US expansion remains tough. Is the stock priced for perfection?
Xero’s half year report showed its ability to increase prices in Australia, but hinted at a more difficult competitive situation in the USA.
The Xero share price gained around 8% after its FY 2024 results, which showed unambiguous improvement in key operating metrics.
The share price of Xero (ASX: XRO) fell sharply after the H1 FY 2024 results; but does that make it cheap?
Xero (ASX: XRO) shares rise after the FY 2023 Xero result demonstrates increasing focus on profitability and free cash flow.
The H1 FY 2023 Xero results were very disappointing because the company lost money despite strong revenue growth and high gross margins.
I use watchlists with target desired buy prices to help me take advantage of market volatility in a calm and measured way.
These 5 well established businesses have all seen insiders snapping up shares at close to or above current prices.
Even though growth stocks are down considerably, in my view the top quality growth stocks are still up pretty overvalued.
These five stocks all have very high quality businesses that I want to buy more shares in, if only the market would offer a slightly better price.
In this video, I explain why I’m currently accumulating Nanosonics shares…
Removing a few companies and adding 6 more…
In the current environment, share price volatility seems to be the new normal, and Xero Limited (ASX: XRO) is no exception.
Why I like them, the expected impact from the coronavirus, and my target buying range…