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#2: Inflection points, Pushpay, Catapult and Dicker Data
Manage episode 221143064 series 2460837
Контент предоставлен Three Wise Monkeys Podcast and Three Wise Monkeys. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Three Wise Monkeys Podcast and Three Wise Monkeys или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
This week, the Three Wise Monkeys discuss fundamental inflection points, and why correctly identifying them can yield huge returns. Also, Matt gives us his pitch on Pushpay (ASX:PPH), Andrew shows some love to the much maligned Catapult (ASX:CAT) and Claude explains why he's buying Dicker Data (ASX:DDR) Matt's article on inflection points: https://mattjoass.com/2018/11/10/inflection-point-investing/ Claude's article on Catapult: https://ethicalequities.com.au/blog/catapult-international-asxcat-fy-2018-results/
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22 эпизодов
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Manage episode 221143064 series 2460837
Контент предоставлен Three Wise Monkeys Podcast and Three Wise Monkeys. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Three Wise Monkeys Podcast and Three Wise Monkeys или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
This week, the Three Wise Monkeys discuss fundamental inflection points, and why correctly identifying them can yield huge returns. Also, Matt gives us his pitch on Pushpay (ASX:PPH), Andrew shows some love to the much maligned Catapult (ASX:CAT) and Claude explains why he's buying Dicker Data (ASX:DDR) Matt's article on inflection points: https://mattjoass.com/2018/11/10/inflection-point-investing/ Claude's article on Catapult: https://ethicalequities.com.au/blog/catapult-international-asxcat-fy-2018-results/
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Похожие на Three Wise Monkeys Podcast
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Science Friction has a new series: Cooked. We dig into food science pickles. Why are studies showing that ice cream could be good for you? Do we really need as many electrolytes as the internet says? And why are people feeling good on the carnivore diet? Nutrition and food scientist Dr Emma Beckett takes us through what the evidence says about food categories and ingredients like meat, dairy and salt — and unpick why nutrition studies can be so conflicting and confusing. Airs Wednesday 11:30 ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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