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Episode 14: Altium, 1300 Smiles and stocks feeling property pain

Andrew Page
Three Wise Monkeys Image, Strawman Blog image

This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property (Bingo, Amalgamated Holdings and McGrath, among others).

Up next · last week Episode 13: Paragon, Nearmap, Kip McGrath and preparing for earnings season 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…