Skin In The Game

Aug 29 2019 45
Skin In The Game Podcast artwork

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 [email protected]

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

Aug 29 2019 34 mins  
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 better09:05 – Is EBITDA a good financial metric to use?12:44 – Acrow Formw

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

Jul 28 2019 24 mins  
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 IPH5:48  –  Katmandu7:44 – Atlas Arteria11:22 – Donaco16:23 – Australasian Academies19:09 – Tolerance for pain, BlackmoresSe

AMP, Clydesdale Bank and demergers

Jul 11 2019 29 mins  
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 demergers11:28 – Mesoblast (MSB)13:03 – Clydesdale Bank update18:41 – Superloop (SLC) and Redflex (RDF)23:3

Porter's Five Forces, Challenger, Tinybeans, Pushpay

Jul 03 2019 33 mins  
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 for

IPOs and a swing around the small cap jungle

Jun 25 2019 33 mins  
Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs.  00:48 – Audinate's (AD8) restricted shares02:44 – Frontier Digital Ventres (FDV) share price increase08:35 – Comments on PolyNovo (PNV)09:11 – Thoughts on Bingo Industries (BIN)12:10

Link Administration and some small caps

Jun 05 2019 20 mins  
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.See omnystudio.com/listener for privacy information.

Banks, election winners, Aristocrat Leisure and NextDC

May 22 2019 33 mins  
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 lending14:11 – Winn

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

May 15 2019 26 mins  
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 remediation03:20 – Will WRAP p

Everything you want to know about resources stocks

May 08 2019 39 mins  
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. See omnystudio.com/listener for privacy information.

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

May 01 2019 31 mins  
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 merger03:34 – Swift Media's falling share price06:37 – Flight Centre's recent downgrade10:04 –