The financial markets seem to have a lot of moving parts at the moment. Relatively swift changes to exchange rates, commodity prices, interest rates, GDP outlooks and share prices have made it increasingly challenging for a value investor to arrive at a clear view on how best to allocate investment funds. Continue reading
Part one of a two part series on the demise of Australia
Last week’s year-six father and son breakfast was never expected to throw up any investment ideas. Indeed, I was so focused on the kids that I wasn’t even listening out for investment insights when one hit me, or, to be more accurate, brushed gently before me.
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Kopi Luwak refers to the beans of coffee berries once they have been eaten and excreted by the Asian Palm Civet. Passing through a civet’s intestines, the beans are then defecated with other fecal matter and collected, dried and eaten or drunk… or perhaps eaten by drunks.
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Back in January (you can find our older post here), we produced the following table showing how, since 2010, Credit Corp Group (ASX: CCP) management have generally been conservative when providing initial guidance on the year ahead, and then how they have announced upgrades in a useful, if not predictable, way each November, February and May.
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After 27 seasons at the helm of Manchester United Football Club, Sir Alex Ferguson has announced his retirement. Winning thirteen Premier League titles, five FA Cups and 2 UEFA Champions League titles in the ‘up-this-year, out-the-next’ world of professional sport is an extraordinary result.
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