Category: Read
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…
Early innings for e-commerce
Stephanie Perrin, 30 Sep 2020
With the US share market up +45% since the lows in late March, and shares of companies like Amazon up…
Insurance meets Global Warming
David Rigby, 09 Sep 2020
Airlines. Oil & Gas. Car manufacturing. Agriculture. Viticulture. Cement and Steel production. Even Bitcoin mining. The list of industries that…
Reporting season debrief – property companies
Roland Houghton, 03 Sep 2020
With reporting season behind us we can review the impacts COVID-19 is having on various sectors. Property companies which for…
The Buy-Now-Pay-Later phenomenon – what’s driving the industry?
Roland Houghton, 26 Aug 2020
The Buy-Now-Pay-Later segment has truly taken the world by storm. It is incredibly impressive to think two Aussies were responsible…