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.   

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<p>Nathan Bell and Gaurav Sodhi discuss the pros and cons of investing overseas, what Nathan learned from three years working on an international fund,&nbsp;whether growth will forever outperform value stocks, and Nathan's best current&nbsp;overseas investment idea.</p>
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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

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 portfolio...

Skin In The Game

Lessons From an International Investor

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)
15:37 – Why DRPs may be suspended
18:01 – Donaco (DNA)
22:31 – Blackmores (BKL)
25:25 – RPMglobal (RUL)
29:33 – Webjet (WEB)

<p>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.&nbsp;</p>
<p>01:50 &ndash; Thoughts on Austal (ASB)<br>04: 10 &ndash;&nbsp;Short report on Rural Funds Group (RFF)<br>06:23 &ndash;&nbsp;Why longer toll roads are better<br>09:05 &ndash;&nbsp;Is EBITDA a good financial metric to use?<br>12:44 &ndash; Acrow Formwork (ACF)<br>15:37 &ndash;&nbsp;Why DRPs may be suspended<br>18:01 &ndash;&nbsp;Donaco (DNA)<br>22:31 &ndash; Blackmores (BKL)<br>25:25 &ndash;&nbsp;RPMglobal (RUL)<br>29:33 &ndash;&nbsp;Webjet (WEB)</p>

Skin In The Game – Webjet, Blackmores, Donaco and more

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

<p>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.</p>
<p>01:21 &ndash; Thought on IPH<br>5:48&nbsp; &ndash;&nbsp; Katmandu<br>7:44 &ndash;&nbsp;Atlas Arteria<br>11:22 &ndash; Donaco<br>16:23 &ndash;&nbsp;Australasian Academies<br>19:09 &ndash; Tolerance for pain, Blackmores</p>

Skin in the game – Atlas Arteria, Blackmores, IPH & Donaco

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 – Stocks to unload in current environment

<p>Join Nathan and Alex as they discuss big financials AMP and Clydesdale Bank, demergers and a few small cap stocks.</p>
<p>00:57 &ndash; Is there a price or time that you&rsquo;d buy AMP?<br>05:30 &ndash; Cyber security and Whitehawk (WHK)&nbsp;<br>07:59 &ndash; Thoughts on demergers<br>11:28 &ndash; Mesoblast (MSB)<br>13:03 &ndash; Clydesdale Bank update<br>18:41 &ndash; Superloop (SLC) and Redflex (RDF)<br>23:32 &ndash; Stocks to unload in current environment</p>

Lessons From an International Investor

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