Proactive - Interviews for investors

How to read ASX results like a pro investor

Episode Summary

Pitcher Partners chief investment officer Cameron Curko talked with Proactive about how everyday investors can navigate earnings season with more clarity and confidence. In the interview, Curko offered a practical breakdown of how to approach ASX reporting season without getting overwhelmed by data overload. He said investors should start by asking three questions: “Are the numbers going up? What are the underlying metrics? And what is the outlook?” He emphasised the importance of reading past the headline figures to identify whether the growth trajectory remains intact, especially for high-growth stocks. Curko also explained that investors should differentiate between headline financials and deeper metrics like EBITDA or cash flow, particularly for companies at different stages of maturity. “Sometimes the accounting doesn’t help, and you’re better off focusing on cash flow,” he noted. For high-growth names, he said metrics such as net inflows or churn rates are critical, while value stocks often rely on catalysts or turnarounds. Governance, executive incentives, and customer satisfaction were identified as key “soft signals” that go beyond pure numbers. He encouraged investors not to act emotionally on results day but to review all results holistically before adjusting portfolios. Curko concluded with one final takeaway: “Have a process and framework. That’s what separates professionals from the rest.” Visit Proactive’s YouTube channel for more expert investor insights. Don’t forget to like this video, subscribe, and enable notifications for future content. #ASX #EarningsSeason #InvestingTips #StockMarketAustralia #PitcherPartners #InvestorEducation #CameronCurko #FinancialNews #ProactiveInvestors #ValueInvesting #GrowthStocks #MarketInsights