Category: Read
What Strava (the fitness app) can teach us about Sustainable Investing
Rachel Arbuckle, 24 Feb 2021
Today, investment analysts take for granted that the financial statements of listed companies provide a solid foundation on which to…
China – Economic Recovery and Iron Ore Prices
Greg Cassidy, 22 Feb 2021
China was the first country to experience the impact of COVID-19 and had the first economy to start to recover…
US Earnings Recap – a year ago vs now
Dr Deborah Lambie, 16 Feb 2021
This time a year ago, as companies were reporting their year-end earnings, the S&P 500 closed at USD $3.36 trillion1…
National Lampoon’s – Australian Vacation
Michael Higgins, 04 Dec 2020
While international travel looks to be off the cards well into 2021, the Clark Griswold cross country (drivable) vacation is…
A framework for investing in companies led by acquisition
Alexander Whight, 19 Nov 2020
Corporate history is littered with acquisitions gone wrong. But history also unearths companies that have consistently created significant value via…
AGMs & Quarterly Reporting Updates
Roland Houghton, 16 Nov 2020
The AGM and quarterly update season is upon us and given the near historic levels of uncertainty it couldn’t have…
As Panic Buying Slows, Will Supermarkets Keep Up?
Greg Cassidy, 28 Oct 2020
We all remember the chaotic scenes at supermarkets in March as shoppers rushed to stock up as the pandemic led…
All roads lead to Paris
Marissa Rossi, 22 Oct 2020
When it comes to sustainable investing, it can seem at times like there are three teams on the field. In…
Water utilities – dull as dishwater but dependable
Daniel Simmonds, 08 Oct 2020
It should be noted upfront that we will be discussing a water utility, which may sound as dull as dishwater…
Death, taxes …. & IPOs in hot markets
Michael Higgins, 01 Oct 2020
As getting a bus seat becomes more competitive, the trains more compact and sporting crowds less sparse, Australia is slowly…