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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://player.fm/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 threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker
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22 episodes

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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://player.fm/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 threewisemonkeyspodcast@gmail.com And find us on Twitter @sage_simian @mattjoass @claudedwalker
  continue reading

22 episodes

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