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)

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

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

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 &ndash; Thought on IPH 5:48&nbsp; &ndash;&nbsp; Katmandu 7:44 &ndash;&nbsp;Atlas Arteria 11:22 &ndash; Donaco 16:23 &ndash;&nbsp;Australasian Academies 19:09 &ndash; Tolerance for pain, Blackmores

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

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

AMP, Clydesdale Bank and demergers

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 forces
Threat of New Entrants – Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap;
Threat of Substitute Products or Services – Switching costs for Afterpay very low;
Bargaining Power of Buyers – Individuals have none; Appen has two large customers;
Bargaining Power of Suppliers – Companies that rely on rare sources, like lithium;
Competitive Rivalry Among Existing Firms – UK banking sector

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 &ndash; Thoughts on Atomos (AMS) 04:07 &ndash; Views on Challenger&nbsp; (CGF) 06: 52 &ndash; Thoughts on 3PL (3PL) 08:41 &ndash;&nbsp; Mach7 technologies (M7T) and iSignthis (ISX) 15:20 - Tinybeans (TNY) 19:08 - Pushpay (PPH) 21:42 &ndash; Porters 5 forces
<ol>
<li>Threat of New Entrants &ndash; Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap;</li>
<li>Threat of Substitute Products or Services &ndash; Switching costs for Afterpay very low;</li>
<li>Bargaining Power of Buyers &ndash; Individuals have none; Appen has two large customers;</li>
<li>Bargaining Power of Suppliers &ndash; Companies that rely on rare sources, like lithium;</li>
<li>Competitive Rivalry Among Existing Firms &ndash; UK banking sector</li>
</ol>

Porter's Five Forces, Challenger, Tinybeans, Pushpay

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 – Investing in IPOs
16:12 – Thoughts on New Hope Corporation (NHC)
18:07 – Thoughts on Grange Resources (GRR)
19:39 – AGL's (AGL) move on Vocus (VOC)
23:40 – Tax loss selling season
28: 47 – Acrow Formwork and Construction Services (ACF)
30:33 – Gale Pacific (GAP)
32:13 – Saferoads Holdings (SRH)

Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's&nbsp;withdrawn bid for Vocus, and what to look out for with&nbsp;IPOs.&nbsp;
00:48 &ndash; Audinate's (AD8) restricted shares 02:44 &ndash; Frontier Digital Ventres (FDV) share price increase 08:35 &ndash; Comments on PolyNovo (PNV) 09:11 &ndash; Thoughts on Bingo Industries (BIN) 12:10 &ndash; Investing in IPOs 16:12 &ndash; Thoughts on New Hope Corporation (NHC) 18:07 &ndash; Thoughts on Grange Resources (GRR) 19:39 &ndash; AGL's (AGL) move on Vocus (VOC) 23:40 &ndash; Tax loss selling season 28: 47 &ndash; Acrow Formwork and Construction Services (ACF) 30:33 &ndash; Gale Pacific (GAP) 32:13 &ndash; Saferoads Holdings (SRH)

IPOs and a swing around the small cap jungle

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.

Join Nathan and Alex as they discuss Xero's recent annual&nbsp;result, Link's profit downgrade, how to build a portfolio from scratch, high frequency trading and your personal details,&nbsp;Ardent Leisure and&nbsp;WPP AUNZ.

Link Administration and some small caps

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 Liberals' recent election victory
16:19 – Thoughts on Azure Healthcare
18:21 – Reliance Worldwide's recent downgrade
23:40 – Any potential upside for Dicker Data?
25:31 – Thoughts on Next DC
29:30 – Pokies vs social gaming

Join Nathan and Alex, as they discuss APRA's lower lending standards, winners from the election, Reliance Worldwide's&nbsp;profit downgrade, Aristocrat Leisure,&nbsp;Azure Haealthcare and NextDC.&nbsp;&nbsp;
02:04 &ndash; Is APRA&rsquo;s move to reduce the home loan buffer rate significant for the banks? 08:54 &ndash; Hempton&rsquo;s view of home prices and lending 14:11 &ndash; Winners from the Liberals' recent election victory 16:19 &ndash; Thoughts on Azure Healthcare 18:21 &ndash;&nbsp;Reliance Worldwide's recent downgrade 23:40 &ndash; Any potential upside for Dicker Data? 25:31 &ndash; Thoughts on Next DC 29:30 &ndash; Pokies vs social gaming

Banks, election winners, Aristocrat Leisure and NextDC

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 – Will WRAP providers benefit from the shift out of SMSFs?
07:40 – Comments on Freelancer
12:35 – Why do US 10-year bond rates matter?
16:32 – Are commercial solar farms a good investment?
18:07 – Is Respiri on our radar?
21:23 – Thoughts on ReadCloud
22:53 – SAAS company presentation day

Join Nathan and Alex as they discuss Freelancer;&nbsp;whether remediation costs from the Hayne inquiry are near an end or just beginning; and&nbsp;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 &ndash; Banking and wealth management remediation 03:20 &ndash; Will WRAP providers benefit from the shift out of SMSFs? 07:40 &ndash; Comments on Freelancer 12:35 &ndash;&nbsp;Why do US 10-year bond rates matter? 16:32 &ndash; Are commercial solar farms a good investment? 18:07 &ndash; Is Respiri on our radar? 21:23 &ndash;&nbsp;Thoughts on ReadCloud 22:53 &ndash;&nbsp;SAAS company presentation day

Big banks remediation, Freelancer, interest rates, HUB24 and Netwealth

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. 

Join Nathan Bell as he&nbsp;gets the good oil from special guest Gaurav Sodhi&nbsp;on Australia's major resources and energy stocks, including BHP, Rio, Woodside and Origin Energy.&nbsp;

Everything you want to know about resources stocks

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 – Stockopedia analysis of 245 downgrades of small UK stocks
12:24 – Elektro Optical Systems
15:47 – Private health insurers under ALP policy 
20:05 – Audinate's revenue potential
22:25 – Bank funding costs
27:00 –  Placebos – A2 Milk and Blackmores

Join portfolio manager's&nbsp;Nathan Bell and Alex Hughes as they discuss A2 Milk,&nbsp;the big banks, the private health insurers,&nbsp;Flight Centre, Audinate, Swift Media and Elektro Optical Systems.
00:45 &ndash; Macquarie's impact on ACC's view of TPG/Vodafone merger 03:34 &ndash;&nbsp;Swift Media's falling share price 06:37 &ndash; Flight Centre's recent downgrade 10:04 &ndash; Stockopedia analysis of 245 downgrades of small UK stocks 12:24 &ndash; Elektro Optical Systems 15:47 &ndash; Private health insurers under ALP policy 20:05 &ndash; Audinate's revenue potential 22:25 &ndash;&nbsp;Bank funding costs 27:00 &ndash;&nbsp; Placebos &ndash;&nbsp;A2 Milk and Blackmores

A2 Milk; The big banks; health insurers and much more

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

Social links:

Follow the podcast:

21 clip(s)