Companies

Reverse engineering expectations to yield an edge

David Buckland

April 18, 2019
A very successful investor I know studies the financial pages of the newspaper with a focus on stocks and sectors that are making 52-week lows. His argument is that if he can find one “diamond” every few years, it more than accounts for the disappointments. And often by a factor! continue…

by David Buckland Posted in Companies, Investing Education

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The $40 million World Cup

Daniel Wu

April 17, 2019
If there was any doubt about Fortnite’s place in the pantheon of generation-defining phenomena, look no further than the recently announced Fortnite World Cup. The inaugural global tournament, which runs for ten weeks online followed by an offline grand final in New York City, is open to any and all aspiring Fortnite players—and there are now 250 million of them and growing. continue…

by Daniel Wu Posted in Companies

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Australian loan growth continues to flatline

Stuart Jackson

April 17, 2019
Reporting season is coming up for our major banks, and recent data provided by the Australian Government regulators shows that it may be a bumpy ride ahead. continue…

by Stuart Jackson Posted in Companies, Financial Services

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5 companies and insight from their management

Joseph Kim

April 10, 2019
With reporting season over a month past, I thought it worthwhile to review some comments made by senior management of companies during reporting season as the noise settles down and there is a period of time to reflect on what has occurred and how things may evolve over the next 6-12 months (and longer). continue…

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The Unicorn has arrived

Roger Montgomery

April 8, 2019
Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes are painting a cautious picture for technology stocks. This time the boom surrounds the conga line of technology unicorns that have filed to list, or are rumoured to do so, this year. continue…

by Roger Montgomery Posted in Companies

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WHITE PAPER

THE MARVELOUS MR. MARKET

2018 was a year of rotations, corrections and volatility. Research presented in our latest Whitepaper shows that global equities have actually become cheaper – and arguably less risky – over the last four years. The upshot is that there are now many more attractive buying opportunities among global stocks.
download the whitepaper
The Principles of the Father of WeChat

George Hadjia

April 8, 2019
Allen Zhang, known as the “father of WeChat” in China, created arguably the most important app in China. WeChat, which is owned by Tencent (HKEx: 700), commands much of the attention of Chinese netizens as they peer into their smartphones, enabling users to do things such as book cinema tickets, pay for a restaurant meal, and countless other activities. continue…

by George Hadjia Posted in Companies, Stocks We Like

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Uniti trying to Unify

David Buckland

April 4, 2019
Since writing about Uniti Wireless (ASX:UWL) a few weeks ago, several interesting things have happened under Michael Simmons and Vaughan Bowen’s stewardship. continue…

by David Buckland Posted in Companies

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It’s Tech Boom 3.0

Roger Montgomery

April 2, 2019
Referencing two infamous investing quotes, I watch the enthusiasm in technology stocks wondering, “is this time different”? Or should we continue to “be greedy when others are fearful and fearful when others are greedy?” continue…

by Roger Montgomery Posted in Companies, Editor's Pick

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Farewell TradeMe

Stuart Jackson

April 1, 2019
On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the proposed acquisition of the company by one of the private equity funds of Apax Partners for NZ$6.45 per share. continue…

by Stuart Jackson Posted in Companies, Stocks We Like

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Wesfarmers bid for Lynas; what are they thinking?

Andreas Lundberg

March 28, 2019
On Tuesday, market watchers in Australia were collectively scratching their heads in surprise to the Wesfarmers bid for Lynas Corporation (ASX:LYC). It is well known that Wesfarmers is looking to invest capital having spun off Coles last year, but if you had asked all the fund managers and analysts in Australia to rank their potential targets, Lynas would be very unlikely to appear high on anyone’s list. continue…

by Andreas Lundberg Posted in Companies

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