Skin In The Game

Skin In The Game Podcast

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 answered in future episodes, please send us an email to skininthegame@investsmart.com.au

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

IPOs and a swing around the small cap jungle
Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs.  00:48 – Audinate's (AD8) restricted shares 02:44 – Frontier Digital Ventres (FDV) share price increase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...

Link Administration and some small caps
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
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 Dicke...

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


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

Big opportunities in small and mid-caps
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
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
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
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....


Reporting season: Week 3
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
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
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
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
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....

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Spin offs, bids, US housing and more
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....

Investing ASX Shares USHousing Investsmart AlexHughes NathanBell