Skin In The Game
Skin In The Game
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.auSocial links:
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Skin In The Game – Webjet, Blackmores, Donaco and more
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 fina…
34:27
Skin in the game – Atlas Arteria, Blackmores, IPH & Donaco
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…
24:01
AMP, Clydesdale Bank and demergers
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 1…
29:30
Porter's Five Forces, Challenger, Tinybeans, Pushpay
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 - Tinybea…
33:30
IPOs and a swing around the small cap jungle
Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs. 00:48 – Audinate's (AD8) restricted shares 02:44 – Frontier Digital Ventres (FDV) share price increase 08:35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…
33:15
Link Administration and some small caps
Join Nathan and Alex as they discuss Xero's recent annual result, Link's profit downgrade, how to build a portfolio from scratch, high frequency trading and your personal details, Ardent Leisure and WPP AUNZ.
20:42
Banks, election winners, Aristocrat Leisure and NextDC
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 o…
33:21
Big banks remediation, Freelancer, interest rates, HUB24 and Netwealth
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. 00:3…
26:43
Everything you want to know about resources stocks
Join Nathan Bell as he gets the good oil from special guest Gaurav Sodhi on Australia's major resources and energy stocks, including BHP, Rio, Woodside and Origin Energy.
39:57
A2 Milk; The big banks; health insurers and much more
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 06:3…
31:46