Scott Shuttleworth
articles by Scott Shuttleworth
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The argument of CEO salaries
Scott Shuttleworth
August 12, 2014
Perhaps I’m dropping the cat amongst the pigeons, poking a hornet’s nest or even releasing the hounds by talking about executive compensation, but a study conducted by recruitment firm Equilar, and reported in Bloomberg Businessweek by Eric Chemi and Ariana Giorgi, convincingly demonstrates there is little relationship between executive salaries and stock holder returns. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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To use ASX BookBuild, or not to use ASX BookBuild…
Scott Shuttleworth
August 5, 2014
That is the question. And it’s one that many companies and investors are able to reconsider as a result of the launch of ASX BookBuild (ABB). The process breakdown of the tool used by brokers and investment banks can be found here. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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The internet of (almost) everything
Scott Shuttleworth
August 4, 2014
Last week, I came across an interesting article on Yahoo! Finance that presents examples of where Warren Buffett has done well – and not so well – in the retail sector. It attributes Buffett’s Achilles’ heel to the way that “the Internet is rapidly reshaping shopping habits and affecting Berkshire-owned retailers in ways they didn’t expect”. Continue…
by Scott Shuttleworth Posted in Consumer discretionary, Technology & Telecommunications.
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Winter Is Coming
Scott Shuttleworth
July 28, 2014
Ray White Group has thrown its weight behind a group of estate agents called Real Estate Digital Marketing Services (REDMS), to negotiate online ad rates, reported the SMH on Thursday. Continue…
by Scott Shuttleworth Posted in Companies, Property.
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Keeping an eye on The Reject Shop
Scott Shuttleworth
July 21, 2014
After a four-month search for the right candidate, The Reject Shop (ASX: TRS) has found a new CEO in Ross Sudano. Continue…
by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.
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The deep dive on retail
Scott Shuttleworth
July 17, 2014
Yesterday, we attended a lunch put on by one of our brokers for a deep-dive into the unlisted retail industry. Here, we gained further insights into the sector, following a raft of negative news flow recently from the likes of Supercheap Auto (ASX: SUL), The Reject Shop (ASX: TRS) and Kathmandu (ASX: KMD). Continue…
by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.
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Why do companies pay dividends? (15/07/2014)
Scott Shuttleworth
July 15, 2014
by Scott Shuttleworth Posted in Video Insights.
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Aftermarket or afterthought?
Scott Shuttleworth
July 14, 2014
Last week I met with several companies in Melbourne, including Burson Group (ASX: BAP), Repco and Super Retail Group (ASX: SUL) to discuss their businesses and what they are presently doing to compete. Continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Manufacturing, Value.able.
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- POSTED IN Companies, Insightful Insights, Manufacturing, Value.able.
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Personal irrationality
Scott Shuttleworth
July 11, 2014
Let’s play a game. We’re each going to bet $1 on the outcome of a coin flip and see who wins. If you considered playing this game, you would expect to be indifferent to playing, as the outcome to you is essentially zero. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Stock Buybacks: A path to riches?
Scott Shuttleworth
July 4, 2014
Following on from my article on dividends, stock buybacks are another way in which firms can distribute earnings to shareholders. Buybacks can lead to significant gains, especially over a prolonged period. Before we dive into some case studies, let’s overview the general theory. Continue…
by Scott Shuttleworth Posted in Companies, Investing Education.
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