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תוכן מסופק על ידי Three Wise Monkeys Podcast and Three Wise Monkeys. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Three Wise Monkeys Podcast and Three Wise Monkeys או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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The So What from BCG
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1 Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09
18:09
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HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…
Three Wise Monkeys Podcast
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תוכן מסופק על ידי Three Wise Monkeys Podcast and Three Wise Monkeys. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Three Wise Monkeys Podcast and Three Wise Monkeys או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Matt Joass, Claude Walker & Andrew Page are the Three Wise Monkeys. Investing nerds who love nothing more than to wax lyrical about all the latest happenings on the Australian Sharemarket and beyond.
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22 פרקים
סמן הכל כלא נצפה...
Manage series 2460837
תוכן מסופק על ידי Three Wise Monkeys Podcast and Three Wise Monkeys. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Three Wise Monkeys Podcast and Three Wise Monkeys או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Matt Joass, Claude Walker & Andrew Page are the Three Wise Monkeys. Investing nerds who love nothing more than to wax lyrical about all the latest happenings on the Australian Sharemarket and beyond.
…
continue reading
22 פרקים
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Three Wise Monkeys Podcast
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1 #22. Season finale! Vista Group and reminiscences of a glorious raging bull market 59:05
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In this, our finale episode for the season, Claude takes us through the investment case for Vista Group (VGL), and we reminisce about past episodes and stock picks. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT),Locality Planning (LPE), XRef (XF1), AuMake (AU8), Kelly Partners (KPG), Envirosuite (EVS), Ocean Growth Abalone (OGA), TruScreen (NZX:TRU), Adalta (1AD). AFR article on the conference: https://www.afr.com/markets/equity-markets/microcap-managers-navigate-a-lonely-universe-20190409-p51ceu Coffee MicroCaps Website: www.coffeemicrocaps.com For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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1 #20. Picking through the crypto wreckage, plus Woolies buy-back and financial shenanigans 32:45
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This week, Matt picks through the crypto wreckage -- are there bargains to be had now the bubble has popped? Also, Andrew walks us through Woolworths' massive share buy-back and the boys talk though some of the ways companies can manipulate their accounts, and how investors can spot a few red flags. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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1 #19. Recession Alert! Plus, Readcloud, Hansen vs Wisetech and Valuation 101 40:46
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One of history's most reliable recession indicators just flashed red, so what does that mean? Plus, we outline the investment case for (and against) Readcloud (ASX:RCL). We compare Hansen with Wisetech, and ask why the market values these two seemingly similar companies so differently. And, finally, we give a short lesson in valuation. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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1 #18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing 42:08
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This week, we revisit Wisetech (ASX:WTC) following its cash grab; should investors participate in the capital raise? Also, we run the ruler over water specialist Fluence (ASX:FLC) and we ask whether fan favourite ProMedicus (ASX:PME) is now too expensive. Plus, we talk about the pros and cons of using leverage, why position sizing is so important to your returns and risk, and we consider how investors should prepare for, and act in, a recession. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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1 #17. Appen's acquisition, Advance NanoTek, Clinuval Pharmaceuticals and more! 42:23
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This week, we dissect Appen's latest acquisition and touch on the ethics of AI. We look to why shares in Envirosuite have surged higher, and ask whether the phenomenal gains from Clinuvel Pharmaceuticals and Advance NanoTek can continue. Plus Matt updates us on his recent meeting with the PushPay team. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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1 #16. More results -- Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession? 39:43
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This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession... For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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1 #15. Results round-up: Appen, MNF Group, A2 Milk & more 42:16
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Following a big week of half-yearly reports on the ASX, the guys cover six of their favourite stocks -- and all in under 40 minutes! Stocks covered: Appen (ASX:APX), MNF Group (ASX:MNF), Nanosonics (ASX:NAN), A2 Milk (ASX:A2M), Webjet (ASX:WEB) & ProMedicus (ASX:PME). For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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1 #14. Altium, 1300 Smiles and stocks feeling property pain 31:27
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This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property (Bingo, Amalgamated Holdings and McGrath, among others). For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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1 #13. Paragon, Nearmap, Kip McGrath and preparing for earnings season 37:12
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This week, we discuss Paragon's (ASX:PGC) profit downgrade, Nearmap's (ASX:NEA) stellar performance and why Kip McGrath (ASX:KME) is Claude's second largest position. Plus, Matt takes us through how he likes to prepare for earnings season, and why it matters. Claude's articles can be found at www.ethicalequities.com.au, plus you'll find loads of other great content at www.strawman.com, & www.mattjoass.com. Email us at threewisemonkeyspodcast@gmail.com and find us on Twitter: @sage_simian @mattjoass @claudedwalker…
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Three Wise Monkeys Podcast
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1 #12. Banking RC, Catapult & Envirosuite update and China's great wall of debt 43:51
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In this episode we talk through the Banking Royal Commission, and what that might mean for banks. We also review the quarterly updates for Catapult (CAT) and Envirosuite (EVS), and Matt outlines a huge challenge facing the worlds second largest economy, and what that might mean for Australia. Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker For more great content, please visit: www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au…
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Three Wise Monkeys Podcast
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1 #11. Audinate, Volpara, Dicker Data, locality Planning and listener mailbag 39:46
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In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8). Plus, we open the mailbag to answer some listener questions. See Ethical Equities updates here: www.ethicalequities.com.au Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker For more great content, please visit: www.strawman.com & www.mattjoass.com…
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Three Wise Monkeys Podcast
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1 #10. Australian property, selling Class and buying Webjet 45:22
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Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pitches the bull case for Webjet (ASX:WEB) Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com…
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Three Wise Monkeys Podcast
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1 #9. Integrated Research, Xref and Mailbag 39:27
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Andrew pitches Integrated Research (ASX:IRI), Claude makes the case for Xref (ASX:XF1), and we answer some questions from listeners. Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com
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Three Wise Monkeys Podcast
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1 #8. Macro outlook, Microcap investing & Scorecard review 33:11
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Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps. Email us at threewisemonkeyspodcast@gmail.com @sage_simian @mattjoass @claudedwalker www.strawman.com www.ethicalequities.com.au www.mattjoass.com
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