Stock Market Movers

In Episode 40 of the Stock Market Movers podcast Jeremy interviews Asantha Wijeyeratne, the CEO of PaySauce, one of the NZX's newest public companies.  Asantha talks about his history in payroll, the founding of PaySauce, where the company is at now and the future.  Find out more about PaySauce by going to www.paysauce.com.  PaySauce trades on the NZX under the ticker code PYS

Asantha Wijeyeratne Bio:

With a background in accounting and payroll, Asantha successfully built SmartPayroll to have over 10,000 SME's. After exiting SmartPayroll in 2013 he was driven to further improve payroll for small businesses by utilising the latest generation of technology. By always putting the customers needs first, he believes PaySauce will revolutionise how people get paid. 

As always, nothing that is discussed on the podcast is financial advice.  If you are looking for financial advice please contact an authorised financial adviser.

You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts.  To find out more go to www.stockmarketmovers.co.nz

*** CORRECTION - note that Asantha accidentally said that average revenue per customer was $600 per month when it is actually $600 per year

In the latest episode of the Stock Market Movers podcast Jeremy provides a quick update about some of the action on the NZX and international markets from the week.  Including a quick discussion about the Berkshire Hathaway Annual meeting, Donald Trump and Pushpay.

The bulk of the episode is an interview with Graham Law, the CFO of the NZX.  The discussion is unscripted and wide ranging and includes a deep dive into the NZX and the lack of IPOs in New Zealand.  We discuss the past, present and the future of the NZX.

Grahams Bio:

Graham joined NZX in November 2017. He has considerable experience working across the financial and professional service sectors in New Zealand and the United Kingdom. Graham previously worked as Head of Finance at ACC, and prior to this was Managing Director and Chief Financial Officer at AMP Capital Limited. Graham brings expertise in strategic leadership, corporate governance, and risk and financial management.

As always, nothing that is discussed on the podcast is financial advice.  If you are looking for financial advice please contact an authorised financial adviser.

You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts.  To find out more go to www.stockmarketmovers.co.nz

In the latest episode of the Stock Market Movers podcast I evaluate the NZX and discusses them from an investment perspective.  Diving into why the stock has under performed the market over the last 5 years and discusses what is on the tip of everyone's tongue, that is the lack of recent IPOs.  

I spend some time evaluating historical management performance and the fundamentals of the business as well as digging into one of the recent articles by Brian Gaynor on the NZX and the lack of IPOs.

The episode is part of a series on the NZX, in the next NZX episode I interview Graham Law the CFO of the NZX.  I have also put the offer of an interview to Brian Gaynor and Elevation Capital.

Listen to the episode by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts.  Or go to www.stockmarketmover.co.nz for more information

A reminder that nothing discussed on the podcast should be considered financial advice.  

Welcome to episode 37 of the Stock Market Movers podcast.  In the this episode I discuss the recent IPO of Lyft and the upcoming IPO from Uber.  I know that they are not NZX related but I need to talk offshore if I want to talk IPOs! 

I then discuss Tourism Holdings and give it my best shot at analysing their recent guidance.  Finally I discuss a Dunedin based company called Scott Technologies and a recent acquisition that they made.

Also, listen in for my experience with coffee and my views on Starbucks!

A reminder that nothing that I talk about today should be considered financial advice, if you are looking for financial advice then I recommend speaking to an authorised financial adviser.

Listen to the episode by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts.  

This week on the podcast it is my pleasure to interview Matt Joass.  In an unscripted and wide ranging discussion we get stuck into everything from the macro economy, to investment process and some individual stock names.   Matt's Bio is inserted below and you can find out more about Matt by going to www.mattjoass.com.  

During the week I also sat down with Plexure CEO Craig Herbison and discussed McDonalds and the background to their purchase of 9.9% of Plexure.

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Matts Bio:

Matt Joass, CFA is a private investor and former Portfolio Manager of Motley Fool Pro, a concentrated small-cap focused ASX investment portfolio. During his tenure as Portfolio Manager, Matt generated an annualised return of 32%, compared to an 8% return for the benchmark.

Matt has appeared as an expert guest on CNBC Asia and Sky Business, and contributed to the Sydney Morning Herald and the Australian Financial Review.

Matt’s ideal investment is a small, fast-growing business, that is capital-light, with demand- and supply-side competitive advantages, high returns on incremental invested capital, little analyst coverage, deeply aligned management (typically founders), and that are top-dogs or first-movers in an emerging and important industry. Last but by no means least, the company must be trading at a discount to Matt’s estimate of intrinsic value.

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A reminder that the comments on the podcast, particularly those related to individual stocks are not financial advice and is general information only.  If you are looking for financial advice I recommend that you speak to an authorised financial adviser.

Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts.  If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz  

After John's interview last week we get back to normal "trading" on the podcast.  The podcast starts off with a discussion about PaySauce, I thought at first that I had missed an IPO, but it turns out PYS had quietly reverse listed in December and is finding its feet as a public company.  I dive into their business model and product while raising some issues regarding their shareholder structure and shares outstanding.

In the second part of the episode I discuss Kathmandu and my brave attempts at asking a question at the most recent Shareholder Association meeting.

In the final part of the episode I dive into some of the most interesting NZX news in a while, that is the stunning announcement by McDonalds that they are buying a 9.9% share in NZX listed company Plexure.  A truly fascinating update!

A reminder that the podcast is not financial advice, if you are looking for financial advice I recommend that you speak to an authorised financial adviser. 

Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts.  If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz 

After last weeks episode through the grapevine I got put in touch with John Berry, the founder and CEO of Pathfinder Asset Management, you can check out their website by going to www.path.co.nz.  Pathfinder are an investment fund, setup in 2009 to focus on investing responsibly and ethically in the global markets. They believe that investors should consider the environmental, social and governance impact of their investments and believe that accounting for these factors is an edge in the market and can improve returns. So I thought who better to talk to than John Berry, who probably knows more about ethical investing than anyone else in New Zealand.  

The conversation is unscripted, wide ranging and we also diverge into other topics such as the big macro, globalisation, fund management and we find time to dive into companies such as Facebook and VW.

John Berry bio

John is an advocate for responsible investment and for greater transparency around investment products. He is CEO (and co-founder) of Pathfinder Asset Management, a boutique fund manager specialising in ethical investment. Pathfinder’s funds include global water and global equity strategies with an environmental, social and governance focus. 

John is a trustee of the Men’s Health Trust NZ. He is also an independent director of Punakaiki Fund (an investor in NZ growth and tech businesses) and a member of the Government’s working group designing a new code of conduct for financial advice in New Zealand.

A reminder that nothing that John and I talk about today should be considered financial advice, if you are looking for financial advice I recommend that you speak to an authorised financial adviser.

 Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts.  If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz 

Welcome to Episode 33 of the Stock Market Movers Podcast hosted by Jeremy Medlin

It was a big week on the NZX and there were so many updates from so many different companies.  This week on the podcast the focus stock on the episode is Kathmandu who updated the market during the week with their interim report.  We also have some quick fire stock updates and discuss Wellington Drive Technologies, Sky TV, Air New Zealand, Methven and Restaurant Brands.  Finally I answer some listener questions and discuss in detail my views on ethical investing and how to read annual reports.

Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts.  If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz    

Welcome to episode 32 of the Stock Market Movers Podcast.  We are back to a focus on NZX stocks this week.  Starting with a discussion on the interim results from Metro Performance Glass and Synlait Milk.  I then talk about EBITDA and the best way to think about earnings using an analogy to owning a rental property.

A reminder today that nothing that I say on this episode should be considered financial advice, there is also nothing to say that my opinions about anything  are right.  So you should always do your own research.

Finally, I round out the episode with some of my views on the tragic events in Christchurch with a particular focus on gun control. 

Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts.  If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz     

In this episodem I take a walk on the wild side and for the first time talk in detail about a company that is not on the NZX.  This is not because there was not enough news on the NZX but more because I felt like doing something different.  Another reason is because I think they are a phenomenal company that not only has a wonderful track record but also an extremely bright future.  That company is none other than Booking Holdings, they trade on the NASDAQ under the ticker code BKNG and they are everything that I look for in a company.  The fundamentals and product are easy to understand, they are loved by their customers, they have excellent economics and fantastic prospects.  I believe that the shares are undervalued and the market capitalisation should be around $100 billion.  

A reminder today that nothing that I say on this episode should be considered financial advice, there is also nothing to say that my opinions about the company are right.  So you should always do your own research.

 Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts.  If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz