This week, we discuss Paragon's (ASX:PGC) profit downgrade, Nearmap's (ASX:NEA) stellar performance and why Kip McGrath (ASX:KME) is Claude's second largest position. Plus, Matt takes us through how he likes to prepare for earnings season, and why it matters.

Claude's articles can be found at www.ethicalequities.com.au, plus you'll find loads of other great content at www.strawman.com, & www.mattjoass.com.

Email us at [email protected] and find us on Twitter: @sage_simian @mattjoass @claudedwalker