Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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#18. WiseTech, Fluence, Promedicus and thoughts on leverage, recessions and position sizing
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Manage episode 229631039 series 2460837
Content provided by Three Wise Monkeys Podcast and Three Wise Monkeys. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Three Wise Monkeys Podcast and Three Wise Monkeys or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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 [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker
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22 episodes
MP3•Episode home
Manage episode 229631039 series 2460837
Content provided by Three Wise Monkeys Podcast and Three Wise Monkeys. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Three Wise Monkeys Podcast and Three Wise Monkeys or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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 [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker
…
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22 episodes
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