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Skin in the Game is a weekly podcast by InvestSMART with Portfolio Managers Nathan Bell and Alex Hughes. Each week they chat about stocks in the news, economic events, markets, portfolio management and holdings and changes in their respective portfolios. If you have any questions you would like answered in future episodes, please send us an email to skininthegame@investsmart.com.au
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show series
 
Join Nathan and Alex for the final episode of Skin in the game, as they discuss Webjet, Blackmores, Donaco, RPMGlobal and more small cap stocks. 01:50 – Thoughts on Austal (ASB) 04: 10 – Short report on Rural Funds Group (RFF) 06:23 – Why longer toll roads are better 09:05 – Is EBITDA a good financial metric to use? 12:44 – Acrow Formwork (ACF) 15:…
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Join Alex and Nathan as they discuss these stocks and why the market's increasing short sightedness could be offering an opportunity in stocks suffering growing pains, like Blackmores. 01:21 – Thought on IPH 5:48 – Katmandu 7:44 – Atlas Arteria 11:22 – Donaco 16:23 – Australasian Academies 19:09 – Tolerance for pain, Blackmores See omnystudio.com/l…
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Join Nathan and Alex as they discuss big financials AMP and Clydesdale Bank, demergers and a few small cap stocks. 00:57 – Is there a price or time that you’d buy AMP? 05:30 – Cyber security and Whitehawk (WHK) 07:59 – Thoughts on demergers 11:28 – Mesoblast (MSB) 13:03 – Clydesdale Bank update 18:41 – Superloop (SLC) and Redflex (RDF) 23:32 – Stoc…
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Join Nathan and Alex as they discuss some current examples to explain how to use Porter's Five Forces in your investment process. 00:31 – Thoughts on Atomos (AMS) 04:07 – Views on Challenger (CGF) 06: 52 – Thoughts on 3PL (3PL) 08:41 – Mach7 technologies (M7T) and iSignthis (ISX) 15:20 - Tinybeans (TNY) 19:08 - Pushpay (PPH) 21:42 – Porters 5 force…
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Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs. 00:48 – Audinate's (AD8) restricted shares 02:44 – Frontier Digital Ventres (FDV) share price increase 08:35 – Comments on PolyNovo (PNV) 09:11 – Thoughts on Bingo Industries (BIN) 12:10 – …
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Join Nathan and Alex, as they discuss APRA's lower lending standards, winners from the election, Reliance Worldwide's profit downgrade, Aristocrat Leisure, Azure Haealthcare and NextDC. 02:04 – Is APRA’s move to reduce the home loan buffer rate significant for the banks? 08:54 – Hempton’s view of home prices and lending 14:11 – Winners from the Lib…
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Join Nathan and Alex as they discuss Freelancer; whether remediation costs from the Hayne inquiry are near an end or just beginning; and whether HUB24 and Netwealth will steal market share from SMSFs, inn addition to analysing some small caps and the importance of long-term US interest rates. 00:35 – Banking and wealth management remediation 03:20 …
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Join portfolio manager's Nathan Bell and Alex Hughes as they discuss A2 Milk, the big banks, the private health insurers, Flight Centre, Audinate, Swift Media and Elektro Optical Systems. 00:45 – Macquarie's impact on ACC's view of TPG/Vodafone merger 03:34 – Swift Media's falling share price 06:37 – Flight Centre's recent downgrade 10:04 – Stockop…
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Join Nathan and Alex as they discuss Audinate's $1bn opportunity; why Seek can become a much bigger company; why you shouldn't underestimate Blackmores; an emerging opportunity in Bapcor; several small cap companies raised by listeners. See omnystudio.com/listener for privacy information.InvestSMART által
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Nathan Bell and Gaurav Sodhi discuss the pros and cons of investing overseas, what Nathan learned from three years working on an international fund, whether growth will forever outperform value stocks, and Nathan's best current overseas investment idea. See omnystudio.com/listener for privacy information.…
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Join portfolio managers Nathan Bell and Alex Hughes, as they unpack results from stalwarts Wesfarmers, Coles and Woolworths, Sydney Airport, Flight Centre, Cleanaway, Crown Resorts and Star Entertainment, and future leaders Reliance Worldwide, Lovisa, Breville, Nanosonics, Audinate, Hansen Technologies and Blackmores. See omnystudio.com/listener fo…
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Join InvestSMART portfolio managers Nathan Bell and Alex Hughes, as they explain why Wesfarmers and Coles isn't the typical spin off opportunity; why Thorn Group is not a high quality business but could be a great opportunity; why there's reason to be bullish on US housing; and why a bid for portfolio holding Trade Me might not be good news. See om…
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