Skin In The Game

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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 answ…

InvestSMART


    • Aug 30, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 31m AVG DURATION
    • 21 EPISODES


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    Latest episodes from Skin In The Game

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

    Play Episode Listen Later Aug 30, 2019 34:27


    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)

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

    Play Episode Listen Later Jul 28, 2019 24:02


    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

    AMP, Clydesdale Bank and demergers

    Play Episode Listen Later Jul 11, 2019 29:30


    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

    Porter's Five Forces, Challenger, Tinybeans, Pushpay

    Play Episode Listen Later Jul 3, 2019 33:31


    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

    IPOs and a swing around the small cap jungle

    Play Episode Listen Later Jun 26, 2019 33:16


    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)

    Link Administration and some small caps

    Play Episode Listen Later Jun 5, 2019 20:42


    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.

    Banks, election winners, Aristocrat Leisure and NextDC

    Play Episode Listen Later May 23, 2019 33:22


    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

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

    Play Episode Listen Later May 16, 2019 26:44


    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

    Everything you want to know about resources stocks

    Play Episode Listen Later May 9, 2019 39:57


    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. 

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

    Play Episode Listen Later May 1, 2019 31:47


    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

    Big opportunities in small and mid-caps

    Play Episode Listen Later Apr 22, 2019 35:28


    Join Nathan and Alex as they discuss Audinate's $1bn opportunity; why Seek can become a much bigger company; why you shouldn't underestimate Blackmores; an emerging opportunity in Bapcor; several small cap companies raised by listeners.

    Acquisitions, retailers and LICs

    Play Episode Listen Later Apr 4, 2019 36:26


    Join Nathan and Alex as they discuss Sonic Healthcare, Challenger Financial, Baby Bunting, Noni B, ARQ (Melbourne IT) and what matters when buying LICs.

    Lessons From an International Investor

    Play Episode Listen Later Mar 28, 2019 33:07


    Nathan Bell and Gaurav Sodhi discuss the pros and cons of investing overseas, what Nathan learned from three years working on an international fund, whether growth will forever outperform value stocks, and Nathan's best current overseas investment idea.   

    Small cap stock ideas

    Play Episode Listen Later Mar 14, 2019 39:17


    This week, portfolio managers Nathan Bell and Alex Hughes discuss Webjet, MSL Solutions, RPM Global, Elmo, Class, Thorn Group, Eleanor Investment, Redflex, and Brickwall Property Trust.

    New ideas in the aftermath of reporting season

    Play Episode Listen Later Mar 6, 2019 30:03


    Join portfolio managers Nathan Bell and Alex Hughes, as they discuss Seek, Pushpay, Reliance Worldwide, Redbubble, Oliver's, Australian Vintage, and 360 Capital.

    Reporting season: Week 3

    Play Episode Listen Later Feb 24, 2019 33:06


    Join portfolio managers Nathan Bell and Alex Hughes, as they unpack results from stalwarts Wesfarmers, Coles and Woolworths, Sydney Airport, Flight Centre, Cleanaway, Crown Resorts and Star Entertainment, and future leaders Reliance Worldwide, Lovisa, Breville, Nanosonics, Audinate, Hansen Technologies and Blackmores.  

    Reporting season continues

    Play Episode Listen Later Feb 13, 2019 25:08


    This week Nathan and Alex discuss the results of CSL; Transurban; Carsales; Australasian Academies; ALE Group, Class; Unibail-Rodamco-Westfield and JB Hi-Fi; as well as explain how their investing approach has changed over time.

    Reporting Season: Week 1

    Play Episode Listen Later Feb 6, 2019 31:56


    Join portfolio managers Nathan Bell and Alex Hughes as they discuss recent updates from portfolio holdings: Xero; Commonwealth Bank; Clydesdale Bank; ResMed; Reliance Worldwide; Dicker Data; and Frontier Digital Ventures. 

    A stroll through small caps

    Play Episode Listen Later Dec 13, 2018 40:00


    Xero, Technology One, Bellamy's, Class, RPM Global and many more. Join Nathan and Alex as they explore stocks they'd most like to own. 

    Afterpay, Moelis, UK stock ideas, and preparing for a recession

    Play Episode Listen Later Dec 5, 2018 27:52


    This week, InvestSMART's Nathan Bell and Alex Hughes talk about the rise of Afterpay, Moelis Australia, UK stock ideas, preparing for a recession and how to stay rational when under pressure.

    Spin offs, bids, US housing and more

    Play Episode Listen Later Dec 2, 2018 25:29


    Join InvestSMART portfolio managers Nathan Bell and Alex Hughes, as they explain why Wesfarmers and Coles isn't the typical spin off opportunity; why Thorn Group is not a high quality business but could be a great opportunity; why there's reason to be bullish on US housing; and why a bid for portfolio holding Trade Me might not be good news.

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