Companies

Stricter European Emission Rules and a Slowdown in the Chinese Car Market

David Buckland

October 16, 2018
German carmakers have been hit by the combination of stricter European emission rules and a decline in Chinese car sales. continue…

by David Buckland Posted in Companies

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The rise of the microbrand

Andrew Macken

October 16, 2018
If you ask grandparents today what brands they consume, you will typically be answered with a litany of major, global brands that have very long histories. Think of Campbell’s soup, Gillette razor blades, Kraft Cheese, Energizer batteries or Kellogg’s corn flakes, to name just a few. continue…

by Andrew Macken Posted in Companies

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The Curious Case of Telstra’s Remuneration Report

Tim Kelley

October 12, 2018
As a general observation, my view is that remuneration for top listed company executives is nothing short of generous. Boards and shareholders of all stripes seem happy to shovel cash at senior managers in hope of attracting and retaining exceptional talent; the sort of talent that will drive shareholder returns beyond those of comparable companies. This logic may have some superficial appeal, but I take issue with it for a couple of reasons. continue…

by Tim Kelley Posted in Companies

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Online platforms are changing the way we buy cars

Roger Montgomery

October 12, 2018
Back in 2014, Warren Buffett surprised the world by acquiring the fifth-largest car dealer in the United States, the Van Tuyl Group. Clearly, Buffett bet that the traditional face-to-face, kick-the-tyres, test drive and trade-in approach to buying a car would not change any time soon. But recent online start-ups could prove him wrong. continue…

by Roger Montgomery Posted in Companies

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WeWork. What do TheyDo?

Christopher Demasi

October 11, 2018
Do you know what WeWork is? According to the company’s website: “WeWork is a global network of workspaces where companies and people grow together. We transform buildings into dynamic environments for creativity, focus, and connection. More than just the best place to work, though, this is a movement toward humanizing work. We believe that CEOs can help each other, offices can use the comforts of home, and we can all look forward to Monday if we find real meaning in what we do” continue…

by Christopher Demasi Posted in Companies

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Nufarm’s results were in line with guidance, but should you be concerned?

Stuart Jackson

October 5, 2018
Research by University of Melbourne scientists* has found that Australia’s drought may be the worst in 800 years. It’s been devastating for our farmers, and is also likely to be hitting many agriculture companies. So the recently announced FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. continue…

by Stuart Jackson Posted in Companies

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Could FAANG stocks feel the bite of government regulation?

Roger Montgomery

October 4, 2018
In the blink of an eye, an elite group of tech businesses has come to dominate the markets, and influence our lives. These are the FAANG stocks – Facebook, Amazon, Apple, Netflix and Google. But with US and European governments seeking to regulate these businesses, there’s a chance their dominance could soon be challenged. continue…

by Roger Montgomery Posted in Companies

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Instagram Reaches Pivot Point as Facebook is Handed the Reins

Lachlan Mackay

October 3, 2018
Last week, Instagram co-founders Kevin Systrom and Mike Krieger announced their plan to leave Instagram to “explore their curiosity and creativity again.” The social media company, acquired by Facebook in 2012 for $1 billion, is now worth $100 billion according to Bloomberg Intelligence analyst Jitendra Waral. continue…

by Lachlan Mackay Posted in Companies

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Does PEXA pack a punch?

Joseph Kim

September 26, 2018
PEXA – Property Exchange Australia – is Australia’s online property exchange network. It assists lawyers, conveyancers and financial institutions to lodge documents with land registries and complete financial settlements electronically. It’s about to be sold. Does it prove to be an attractive investment? continue…

by Joseph Kim Posted in Companies

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Apple Part II: What would it take to reach $2 trillion?

Daniel Wu

September 25, 2018
In Part I of this two-part blog on Apple, we discussed some of the criticisms that Apple faced as an investment case on its journey to a $1 trillion market capitalisation. This Part II will take a look at some of the lenses through which we can view Apple as a business, to better understand Apple’s prospects of growing another trillion. continue…

by Daniel Wu Posted in Companies, Stocks We Like

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