Scott Shuttleworth
articles by Scott Shuttleworth
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Murmuring about a martingale
Scott Shuttleworth
September 19, 2014
In the field of financial mathematics, for 50 or so years we have essentially been restating and coming up with different ways to answer the same question; if I know a stock price today, can I know the stock price tomorrow? Continue…
by Scott Shuttleworth Posted in Insightful Insights, Value.able.
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Grocery shopping? Now, put your feet up…
Scott Shuttleworth
September 12, 2014
I thought it would be worthwhile to point out a particular niche in online retailing, more specifically – groceries. In FY14, Woolworths (ASX: WOW) alone sold $1.2 billion of groceries online, and this revenue is clearly in its infancy. Continue…
by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.
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More questions than answers…
Scott Shuttleworth
September 11, 2014
Continuing on our NBN theme, the ACCC today announced their findings on the first of several reviews on TPG Limited (ASX: TPM). They were investigating a complaint that TPG – via its plans to deliver fibre-to-the-basement (FTTB) infrastructure – would be in breach of the ‘NBN level playing field’ provisions in the Telecommunications Act. These provisions are intended to give a monopoly-like status to NBN Co. Continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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The investments are better at Hungry Jacks
Scott Shuttleworth
September 8, 2014
On occasion, I Google Warren Buffett and see what the 84-year-old Oracle of Omaha has been up to. Most recently, he participated in a venture with Hungry Jacks (overseas; Burger King) and I thought it worth sharing a few words. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Capital management and corporate policy
Scott Shuttleworth
September 4, 2014
Standard investment theory suggests a wealth-maximising investor should have a tendency to invest in a company that can continually reinvest its earnings at high rates of return, rather than one that will simply pay dividends. In practice, such behaviour has worked out pretty well – just ask those who invested in Berkshire Hathaway (NASDAQ:BRK/A, US$205,880.00) in the 1960s at US$40.00. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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The National Bad-band Network
Scott Shuttleworth
September 1, 2014
Last week, the Vertigan Panel published their second volume from their review of the National Broadband Network (NBN), and other options for upgrading Australia’s internet infrastructure. For those interested, you can find a copy here. Continue…
by Scott Shuttleworth Posted in Insightful Insights, Market commentary.
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Super Ambitious Group
Scott Shuttleworth
August 29, 2014
Last week, Super Retail Group Limited (ASX: SUL) reported to an uncertain retail sector. Having a flick through their investor presentation and the group’s financials – and considering some of the headwinds over the last financial year – it’s quite a fair result. Continue…
by Scott Shuttleworth Posted in Companies, Consumer discretionary, Insightful Insights.
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Update on The Reject Shop
Scott Shuttleworth
August 22, 2014
The Reject Shop Limited (ASX: TRS) reported on Wednesday morning and we fortunate to be able to share some time with the company at our offices. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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More bumper opportunities
Scott Shuttleworth
August 21, 2014
ARB Corporation Limited (ASX: ARP) released their FY14 annual result yesterday morning. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Back to school
Scott Shuttleworth
August 19, 2014
Massachusetts Institute of Technology (MIT) is preparing to expand its global model of higher education through its MITx online course platform. These modules are quite good, and bring to mind the idea of whether they could be utilised as a pathway program, similar to what Navitas Limited (ASX: NVT) provides. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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