Scott Shuttleworth
articles by Scott Shuttleworth
-
Value is what you get, price is what you pay
Scott Shuttleworth
November 9, 2016
Successful investing is simply the art of receiving more in terms of present and future profits than you ultimately pay for as your upfront investment. Hence the phrase ‘value is what you get, price is what you pay’.
by Scott Shuttleworth Posted in Video Insights.
- save this article
- POSTED IN Video Insights.
-
Why we continue to like Sirtex
Scott Shuttleworth
October 21, 2016
At the end of August we provided some brief comments on the FY16 results of Sirtex Medical Limited (ASX:SRX). At the time, we noted that SRX should be on the radar of every value investor. We continue to hold that view, and are happy to share our most recent thoughts on the variables we consider when evaluating the business.
Continue…by Scott Shuttleworth Posted in Companies.
TaggedSirtex Medical Limited (SRX)- 18 Comments
- save this article
- 18
-
POSTED IN Companies.TaggedSirtex Medical Limited (SRX)
-
Sirtex goes from strength to strength
Scott Shuttleworth
August 26, 2016
Sirtex Medical (ASX: SRX) has just reported its FY16 results, and they were pleasing on every metric. We recently commented on the firm’s sales growth which the market took the news badly and subsequently the price of the firm’s shares fell. Continue…
by Scott Shuttleworth Posted in Health Care.
- 13 Comments
- save this article
- 13
- POSTED IN Health Care.
-
How to assess Henderson post-Brexit
Scott Shuttleworth
August 9, 2016
Before Brexit, Henderson Group PLC (ASX: HGG) was a core holding for many Australian investors seeking international exposure. Since then, its share price has plunged about 20 per cent. HGG has just reported its 1H16 result, and we still like the business, but there are some provisos. Continue…
by Scott Shuttleworth Posted in Financial Services, Stocks We Like.
TaggedBrexit, Henderson Group (HGG)- 2 Comments
- save this article
- 2
-
POSTED IN Financial Services, Stocks We Like.TaggedBrexit, Henderson Group (HGG)
-
Vocus Communications
Scott Shuttleworth
August 2, 2016
The ACCC has launched its investigation into Vocus Communications’ acquisition of Nextgen Group, calling for industry submissions into how the deal could impact competition in the sector. In this video, Scott Shuttleworth outlines Montgomery’s thinking on Vocus.
by Scott Shuttleworth Posted in Technology & Telecommunications, Video Insights.
-
An in-depth look at iSentia
Scott Shuttleworth
July 15, 2016
With the recent commentary around iSentia and its future prospects, it seemed a timely occasion to provide some clarity and answer some questions regarding our thesis to investors and blog readers. Continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
-
How to value the Vocus/Nextgen deal
Scott Shuttleworth
July 6, 2016
Last week’s takeover by Vocus Communications of Nextgen was the latest chapter in the consolidation of our telecommunications sector. On paper, it looks like a good deal. Do the numbers stack up? Continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
-
FAREWELL FY16, HELLO FY17
Scott Shuttleworth
July 1, 2016
In the year to 30 June 2016 the Australian All Ordinaries Index declined by 2.6 per cent to 5,310.4 points. The current environment is somewhat challenging for investors. Continue…
by Scott Shuttleworth Posted in Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Market commentary.
-
How the valuation spectrum can help us know when to hold, and when to fold
Scott Shuttleworth
June 23, 2016
In our last article, we looked at how investors can use the valuation spectrum to make better decisions when managing their investments. In the article, we discussed base cases and low cases. Now we look at high cases. Continue…
by Scott Shuttleworth Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
Using the spectrum to sell
Scott Shuttleworth
June 19, 2016
Continuing in our theme of answering unanswerable questions, we last week reviewed a model which can aid investors in entering a position, but what about getting out? Continue…
by Scott Shuttleworth Posted in Investing Education.
- 2 Comments
- save this article
- 2
- POSTED IN Investing Education.
