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With a market capitalisation of $1.3bn, Invocare (IVC) has quietly become the number one operator of funeral homes, crematoria and cemeteries in Australia, New Zealand and Singapore, with 250 funeral locations and 14 cemeteries and crematoria. The company commands 34 per cent of the Australia/New Zealand market and 10 per cent in Singapore. Continue reading
We aren’t fond of correlation analysis and curve fitting as a basis for investing so you should immediately be careful about what you conclude from the following insight. Continue reading
Over the long run you’ll do just fine investing, at rational prices, in extraordinary businesses. An extraordinary business is one that can retain a meaningful proportion of its profits each year and reinvest those retained profits at an attractive rate. Continue reading
The May 2016 Confession Season has begun with a bang. Already we have seen dividend cuts (ANZ), earnings savaged (SurfStitch), CEO resignations (CoverMore and SMS Management & Technology), an expected recurring hole in earnings (Telstra) and severe competition (Woolworths). A summary follows: Continue reading
Regular readers will know that we are keen observers of business quality, and feel that one of the more helpful markers of business quality is the ability of a business to sustain a high return on equity (ROE). Continue reading