You can catch up on our recent press articles including stories for the Australian and the Herald Sun here
-
Active management and the paradox of skill
Andrew Macken
May 17, 2019
In the world of active equity management, investment managers – ourselves included – seek to “outperform” the broader equity market index. This outperformance is typically referred to as “alpha” in the industry jargon. Of course, alpha can be both positive – when a manager outperforms; and negative – when a manager underperforms. Continue…
by Andrew Macken Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
Three key themes from the banks’ results
Stuart Jackson
May 17, 2019
Australia’s four major banks have now reported their interim results. Common to all of them were three key themes, which are presenting both challenges and opportunities. Continue…
by Stuart Jackson Posted in Companies, Financial Services.
- save this article
- POSTED IN Companies, Financial Services.
-
Does it really matter if the RBA cuts again?
Roger Montgomery
May 16, 2019
The Reserve Bank of Australia recently opted to leave interest rates on hold. But with key parts of the economy in decline, it may be just a matter of time before it has to cut again. The question is: how effective will a rate cut be? Continue…
by Roger Montgomery Posted in Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Market commentary.
-
Does Uber Benefit from Network Effects?
George Hadjia
May 16, 2019
Much has been written about Uber recently, with the company having recently made its stock market debut. The business is polarising, with bulls and bears both making interesting arguments for and against the company as an investment. Continue…
by George Hadjia Posted in Companies.
- 1 Comments
- save this article
- 1
- POSTED IN Companies.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Is it time to break up the tech giants?
Daniel Wu
May 15, 2019
Last week the New York Times published an opinion essay penned by Facebook co-founder Chris Hughes, who calls for the breakup of the social media giant. Hughes, who left Facebook over a decade ago, levels a range of criticisms at the company and Mark Zuckerberg – chief amongst them the overwhelming power that Zuckerberg wields, but also his cavalier attitude towards privacy in the quest for “domination” and Facebook’s stifling of innovation and competition. Continue…
by Daniel Wu Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Money News 14.05.2019
Roger Montgomery
May 15, 2019
In this interview on Money News, Roger discusses the recent downgrades for companies leveraged to the housing market. For those companies doing well, success is more than reflected in their share prices – leaving very little for value investors. Although which companies should you keep an eye on?
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Why Smart Group keeps outperforming Eclipx
David Buckland
May 15, 2019
The contrasting fortunes of fleet management businesses, Smart Group and Eclipx, highlight yet again the importance of making good corporate acquisitions. Continue…
by David Buckland Posted in Companies.
- 2 Comments
- save this article
- 2
- POSTED IN Companies.
-
Why Labor’s parent visa policy could help healthcare firms
Andreas Lundberg
May 14, 2019
I’m pretty sure most voters aren’t aware of the Australian Labor Party’s parent visa policy. But investors should be. Because, if Labor wins the upcoming election, this policy could benefit many healthcare companies. Continue…
by Andreas Lundberg Posted in Health Care.
- 1 Comments
- save this article
- 1
- POSTED IN Health Care.
