I was interested to read recently about the things Google looks for in new hires. Continue…

by Tim Kelley Posted in Insightful Insights.

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Infomedia (ASX:IFM) is small and not very liquid. Stockbrokers dislike illiquidity, so it doesn’t receive a lot of analyst coverage, and many people may not have heard of it. Continue…

by Tim Kelley Posted in Companies, Technology & Telecommunications.

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One listed company that we find interesting is Bentham IMF Limited (ASX:IMF). IMF is a litigation funder that provides the money to mount class actions in return for a share of the proceeds where cases are won or (more usually) settled. Over the years, IMF has developed a reputation for being able to identify and back cases that have a very good chance of success, and for doing so profitably. Continue…

by Tim Kelley Posted in Companies, Financial Services.

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An interesting situation is unfolding between David Jones and Myer. Having done a lot of work preparing a merger-of-equals proposal last year, Myer is clearly convinced that a combination makes sense. At some point, a combination of the two presumably does need to happen. Continue…

by Tim Kelley Posted in Consumer discretionary.

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In these highlights from Your Money Your Call, broadcast on Sky Business on 29 January, Tim Kelley discusses some of the most recent valuations from the current reporting season, including JB Hi-Fi and Fortescue. Watch here.

by Tim Kelley Posted in TV Appearances.

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by Tim Kelley Posted in Companies, Insightful Insights, Investing Education.

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Today’s AFR carries an article on gold prices, and makes the point that this time last year, nearly all analysts who followed gold expected the price to rise in 2013. In contrast, gold experienced its worst year since 1981. Continue…

by Tim Kelley Posted in Energy / Resources, Insightful Insights.

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Here’s a question for you. Can playing poker be considered investing, or is it necessarily gambling? Continue…

by Tim Kelley Posted in Insightful Insights.

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