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 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

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

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 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>

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

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