Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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#13. Paragon, Nearmap, Kip McGrath and preparing for earnings season
Manage episode 227213962 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://ppacc.player.fm/legal.
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
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Manage episode 227213962 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://ppacc.player.fm/legal.
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
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Similar to Three Wise Monkeys Podcast
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
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continue reading
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