articles by Ben MacNevin
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Contemplating Risk
Ben MacNevin
October 26, 2015
Investing means dealing with uncertainty, and risk, by its very nature, is unquantifiable. But while it is impossible to predict the future, it can be a very useful exercise for investors to rigorously consider a range of possible outcomes for a business, with a particular focus on the downside. Continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education.
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To the victor
Ben MacNevin
October 15, 2015
The fight for market share can be a long and bloody battle. The lucrative reward of market dominance, combined with the threat of obsolescence, spurns companies to engage in years, and even decades, of intense rivalry. But after competing for so long, it can be a small advance by one company which tips the balance and begins a positive feedback loop. Investors that can identify this tipping point may very well share in the spoils of the victor. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Four Corners – Wasted
Ben MacNevin
September 30, 2015
This week’s Video Insight coincides with a comprehensive story by the ABC’s Four Corners on the opportunities for effective cost management in Australia’s Health Care System. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Stuck
Ben MacNevin
September 28, 2015
While the world tries to guess when the Federal Reserve will increase interest rates, we thought one of the more eloquent illustrations of the conundrum facing central banks is a recent speech by Andrew Haldane, the Chief Economist of the Bank of England. The speech is aptly entitled, Stuck. Continue…
by Ben MacNevin Posted in Economics, Insightful Insights.
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ACCC Gas Inquiry – Preliminary Findings
Ben MacNevin
September 17, 2015
We have previously warned of the perfect storm looming in Australia’s LNG market, as substantial export commitments threaten domestic supply. The ACCC has launched an inquiry into this opaque market, and the preliminary findings suggest the market has changed dramatically. Continue…
by Ben MacNevin Posted in Energy / Resources, Insightful Insights.
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Skin in the Game
Ben MacNevin
September 15, 2015
A primary reason for many floats is for the vendors to realise a return on their investment. But when this is the case, potential shareholders become rightly sceptical about the underlying quality of the business. So how do vendors ease market concerns while still maximising their return? Continue…
by Ben MacNevin Posted in Consumer discretionary.
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Checking in with Airbnb
Ben MacNevin
September 11, 2015
While filming our next Boardroom Breakfast, the Montgomery team had an extensive discussion about disruption. As an appetiser for our clients interested in the power of disruption in today’s shared economy, Airbnb’s latest figures are well worth a read. Continue…
by Ben MacNevin Posted in Insightful Insights.
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The Coordination of Health Care
Ben MacNevin
September 3, 2015
Health care costs continue to rise above inflation, but perhaps the main insight the public has received into resolving this issue has been the increased publicity of negotiations between hospitals and insurers. It’s important to note that other players are actively working to provide more value in the system. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Jack of all trades
Ben MacNevin
September 1, 2015
Trade Me (ASX: TME) is one result from reporting season that caught our attention. What did we find upon further analysis? Continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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