In this article, published in the Australian Financial Review, Russell Muldoon gives Montgomery’s view on the Lifehealthcare IPO. Read here.

by Russell Muldoon Posted in In the Press.

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In what was arguably the AGM season’s standout result, it was pleasing to read through the presentation by Ainsworth Game Technology Limited (ASX: AGI) and discover that much of the anecdotal evidence we had gathered a few weeks ago here largely proved reliable and correct. Continue…

by Russell Muldoon Posted in Companies.

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Last week’s Freelancer (FLN) IPO marked the 73rd ASX listing this calendar year. We have steadily grown more and more skeptical at the speed many businesses are being brought to market in the pre-Christmas rush. Continue…

by Russell Muldoon Posted in Consumer discretionary.

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In these highlights from Your Money Your Call, Russell Muldoon talks about the global economy, interest rates, property prices in Australia, and stocks Virgin Australia Holdings (VAH), CSR Limited (CSR), Wesfarmers Limited (WES) and Leighton Holdings Limited (LEI). Watch here.

by Russell Muldoon Posted in TV Appearances.

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Between 1995 and 2000, the mere mention of the word ‘internet’ in your business plan, IPO or marketing material was enough to set your stock on fire. Over that five-year period, the Nasdaq climbed from under 1,000 to 5,000 despite few businesses in the index actually making any money. Continue…

by Russell Muldoon Posted in Insightful Insights.

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When we last provided an update on AGI, the share price was progressing towards our $5.00 valuation at a pace that was taking us by surprise. Continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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For many investors, the sharemarket seems daunting and impossible to understand. One day it’s down on fears that interest rates might rise or that the US will default. The next it’s up on confirmation that they have or on speculation that the debt ceiling will be raised.

In our experience, confusion amongst investors exists, at least partly because of the human tendency to complicate matters. That, and the fact that many experts being replied upon simply end up being wrong. The tendency to make simple things difficult coupled with a plethora of daily news to be distracted by ensures obfuscation rather than clarity is the environment in which investors find themselves operating in. Of course, it doesn’t need to be this way. Continue…

by Russell Muldoon Posted in Insightful Insights.

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Since we wrote our first post here, G8 Education (ASX: GEM) has continued to be very active on the financing and acquisition front. We have adjusted our timeline of events for 2013 below to incorporate the new developments Continue…

by Russell Muldoon Posted in Companies.

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News headlines are today fixated on the US Congress leaving itself just one day to end a budget stalemate surrounding another possible breach of the debt ceiling on Oct. 17. Continue…

by Russell Muldoon Posted in Insightful Insights.

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Bigair (BGL) is a small business with a market capitalization of just $126m, so the chances are you’re unlikely to be familiar with the story. But perhaps importantly, you don’t need to be a rocket scientist to quickly get a handle on the business’s underlying drivers which we think can be broken out into two core elements. Continue…

by Russell Muldoon Posted in Companies.

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