Scott Shuttleworth
articles by Scott Shuttleworth
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Sitting pretty
Scott Shuttleworth
June 10, 2014
If you are looking for evidence that a high quality business can do well over time, you need look no further than Nick Scali (ASX: NCK). Between FY06 and FY13, an investment in Nick Scali has yielded a compound return of 11.6 per cent per annum (without reinvestment of dividends). This return may not sound high, note that our investment horizon covered one of the most difficult economic period since the Great Depression. Continue…
by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.
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The case of Telstra
Scott Shuttleworth
May 26, 2014
While the market does its best at trying to distract and dissuade, we ignore its bipolar short-term nature and treat near-run market fluctuations as random. Instead, we think about (and focus on) uncovering companies that can substantially grow their worth – which moves much more slowly – over the long term. Continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
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Spotlight on: ARB
Scott Shuttleworth
May 13, 2014
ARB Corporation is a well-known small cap company, often quoted as “the stock Warren Buffet would buy”. Today we were lucky enough to hear from the company’s managing director, Roger Brown, whom shared his insights on the company’s current standing and future. A summary of my notes follows: Continue…
by Scott Shuttleworth Posted in Companies, Consumer discretionary, Insightful Insights.
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A Bachelian view of the markets
Scott Shuttleworth
May 6, 2014
In 1900, a young mathematician named Louis Bachelier wrote a groundbreaking thesis, Théorie de la Spéculation, in which he outlined a case for modelling the financial markets under a condition of randomness. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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