Thanks - I'll take that as a compliment! :sleep:
Unfortunately, While I no longer own PPH shares, I chose way back for my 2018 share picking competition picks and am 'locked in' ....for better or worse. :mad ;:
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Spooky Fibs yes for sure, we know that, a sentiment indicator? Surely it won't pull back that far, it would be a disaster. I voted in Dec 2017 for PPH in the comp, but I don't hold stocks that are out of favour and killing capital, like this one currently is. So not a holder at present.
Hi everyone,
We released a podcast that discussed Pushpay (along with Catapult ASX:CAT and Dicker Data ASX: DDR) a couple of days ago.
If anyone gives it a listen I would be interested in your take on the thesis: https://soundcloud.com/twmpodcast/th...keys-episode-2 (also available on iTunes and other platforms https://itunes.apple.com/au/podcast/...t/id1441602956)
Best,
Matt
Hi Matt, welcome to the forum and great for owning up (instead of just providing a link about PPH ...).
Re the podcast - I did listen in for something like 5 min with full attention span and than another 10 minutes doing other things in the background. Obviously - I can't comment on the 30 minutes I didn't listen to. Am I right that the whole thing would take more than 45 minutes?
From a positive perspective: the three guys have quite pleasant and interesting sounding voices - well in tune with probably most radio programms (however - I only listen regularly to Radio NZ, everything else would be an accident) and they do discuss next to a lot of time consuming chit chat issues interesting and relevant for investors.
However - I was wondering, who your intended audience is. If it is experienced investors, than yes, I did hear some (two or three?) interesting points - but honestly - the gems are well hidden in a flood of irrelevant noise.
If you are adressing however people who use radio just as background noise, than yes, the noise is fine, but your audience would probaly prefer a bit more music and a bit less information about finance.
Personally I would prefer a much shorter podcast with much more relevant information per time unit. A good podcast can address everyting as long as it does not consume more than 15 minutes .. remember - time is money ...
Anyway - just my 2 cents. Other age groups, cultural backgrounds and genders might have a totally different view. Good luck with whatever your business model is ...
Ah yes - and do I think whether PPH is at an infliction point? I wouldn't have a clue. However - I do have a preconceived view on PPH based on previous fundamental analysis (I am sure there is some stuff in the earlier parts of this thread), and while the SP might in the short term do whatever SP's do ... long term are they IMHO not just risky (due to quality issues I see in board and management) but as well (even when ignoring these risks) still overvalued.
Haha, thank you for your thoughts Black Peter. We might need to make "the gems are well hidden in a flood of irrelevant noise" our new tagline. Podcasts aren't for everyone :)
For those that listen past the 5 minute mark we discuss Pushpay in a fair bit of detail after chatting about inflection points more broadly, and I'd be interested in any thoughts on the thesis.