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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#2: Inflection points, Pushpay, Catapult and Dicker Data
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Manage episode 221143064 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, 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 episodes
MP3•Episode home
Manage episode 221143064 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, 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 episodes
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