Longer-term followers of our insights might remember our warning late last year, when we wrote: “…Superannuation will be no good for you if you are under 50 today, so invest the absolute minimum amount. That means no salary sacrificing, no co-contributions, and no non-concessional contributions. Ignore the calls to save tax and boost your super.” Continue…

by Russell Muldoon Posted in Insightful Insights.

• 8 Comments
• save this article
• 8
• POSTED IN Insightful Insights.

Stanley Druckenmiller, one of the titans of the hedge fund industry and the man who famously made $1 billion shorting the British pound with George Soros in 1992, was recently asked about the most important lessons that he learned from Soros during his time as the lead portfolio manager for the Quantum fund. Continue…

by Russell Muldoon Posted in Insightful Insights, Investing Education.

• 6 Comments
• save this article
• 6
• POSTED IN Insightful Insights, Investing Education.

As an update to our last post on TPG Telecom (TPM:ASX) in December last year, the read-through from the business’ continued growth (as reported in accounts that were released on Tuesday) is that the future continues to shape up in a promising way. In short? TPG will be a major player in the Australian telecommunications sector – regulatory change notwithstanding.

Continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Technology & Telecommunications.

• 2 Comments
• save this article
• 2
• POSTED IN Companies, Insightful Insights, Technology & Telecommunications.

In September last year, when G8 Education shares were trading for three dollars, we asked: “Is $4.00 unreasonable for G8?”. Seven months later, and with a share price circa 45 per cent higher, we again ask a similar question but this time – is G8 worth more than five dollars? Continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Market Valuation.

• 20 Comments
• save this article
• 20
• POSTED IN Companies, Insightful Insights, Market Valuation.

As we have been warning for a while now, the mining services sector is, we think, largely uninvestible given the strong headwinds being faced. Particularly in light of mining companies continuing en-masse to scale back their investment activities. These headwinds don’t look like easing anytime soon. Continue…

by Russell Muldoon Posted in Energy / Resources.

• 1 Comments
• save this article
• 1
• POSTED IN Energy / Resources.

Sirtex Medical Limited (SRX) is a business we have covered a number of times in the past on the blog. You can find some of our past thoughts here, here and here. Continue…

by Russell Muldoon Posted in Companies, Health Care.

• 1 Comments
• save this article
• 1
• POSTED IN Companies, Health Care.

Remember last year all those analysts saying that because the price of iron ore hadn’t gone down in 2013 that it wouldn’t? Continue…

by Russell Muldoon Posted in Energy / Resources, Foreign Currency.

• save this article
• POSTED IN Energy / Resources, Foreign Currency.

Over the past three weeks, our investment team has analysed each and every single report announced to the Australian stock market. We’ve prioritised those businesses we own to gather new information that’ll help us determine if our view (for better or worse) on their future outlooks has changed, and whether their removal from, or addition to, our portfolio is warranted. Continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

• 1 Comments
• save this article
• 1
• POSTED IN Companies, Insightful Insights.

When BigAir Group Limited (ASX:BGL) was trading in the low $0.70 range back in September last year, we asked a relatively simple question: was $0.80+ unreasonable for BGL? Our thoughts at the time can be found here. Continue…

by Russell Muldoon Posted in Companies, Technology & Telecommunications.

• 6 Comments
• save this article
• 6
• POSTED IN Companies, Technology & Telecommunications.