articles by Tim Kelley
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The future of workplaces
Tim Kelley
June 17, 2021
Last year I was intrigued to hear Marc Andreesen of Silicon Valley venture capital firm Andreesen Horowitz[1] comment on the impact that widespread lockdowns in the US had had on the many enterprises that Andreesen Horowitz is involved with. Andreesen’s expectation had been that the sudden transition to work-from-home would negatively impact the progress of portfolio companies towards their commercial goals, and in the venture capital world, where cash burn rates are a critical issue, a company’s rate of progress is very closely tracked. Continue…
by Tim Kelley Posted in Market commentary.
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- POSTED IN Market commentary.
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What return can you expect on Freightways shares?
Tim Kelley
June 1, 2021
Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here, concluded that returns in the region of 7.5-8 per cent might be a reasonable estimate – somewhat lower than the returns earned in the past. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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What return can you expect from Australian equities?
Tim Kelley
May 18, 2021
Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound total return (capital growth plus dividends) in the region of 12 per cent p.a. since 1900. Continue…
by Tim Kelley Posted in Market commentary.
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- POSTED IN Market commentary.
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Is Megaport at an inflection point?
Tim Kelley
April 29, 2021
Network as a Service provider (NaaS), Megaport (ASX:MP1) is a company we follow with interest, and one that we have commented on in several previous articles. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Where next for Telstra?
Tim Kelley
April 19, 2021
In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base. At the time, we thought that the strategy took Telstra in the right direction and represented a credible response to the issues faced, which included the progressive loss of its lucrative fixed line business to the National Broadband Network, and an inflated cost base, accumulated during its time as a government-owned monopoly service provider. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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What is happening in growth vs value investing?
Tim Kelley
April 6, 2021
In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which highlighted the miserable experience of traditional “value” investors in recent years, and the potential for a more positive experience going forward. Continue…
by Tim Kelley Posted in Investing Education.
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Which miners stand to benefit from emissions reductions efforts?
Tim Kelley
March 18, 2021
Our friends at UBS recently hosted a conference call with Skarn Associates, a London-based consultancy that develops detailed mining sector ESG analysis on an asset-by-asset basis. Continue…
by Tim Kelley Posted in Energy / Resources.
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- POSTED IN Energy / Resources.
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The rapidly changing ESG environment
Tim Kelley
March 1, 2021
How are investors’ ESG priorities and practices changing? Bfinance’s recent research has shown investors believe ESG will outperform in the next three years. Continue…
by Tim Kelley Posted in Investing Education.
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For how many years can Megaport sustain high rates of growth?
Tim Kelley
February 15, 2021
In this week’s video insight Tim discusses the investment appeal of long-term compound growth and shares a company that we think has outstanding growth potential and is trading at a level that may not fully reflect its potential. The company is ASX-listed Megaport, which is a world leader in an emerging growth industry – Networking as a Service. Continue…
by Tim Kelley Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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What to make of the Gamestop short squeeze?
Tim Kelley
February 5, 2021
The developments in recent weeks in relation to trading in Gamestop, a US-listed mall-based retailer of video games, have been fascinating for a whole host of reasons. Not the least of these has been how poorly-understood the whole episode has been. Continue…
by Tim Kelley Posted in Companies.
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