Insightful Insights

Back on 16 March 2015, the conclusion from my blog entitled “China Dumping Steel Is A Cause For Concern” was global steel production had already reached a turning point. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights.

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REA Group (ASX: REA) has just released their first half results for the 2016 financial year.

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by Roger Montgomery Posted in Insightful Insights, Property.

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If you are interested in learning about value investing, last year we recorded a podcast series with 2GB.  Today we share Part 4, of a six-part series. continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.

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Proverbs 18:16 warns “Pride goes before destruction, a haughty spirit before a fall.” The verse is the source of the modern cliché and despite its notoriety many are indeed trapped. continue…

by Roger Montgomery Posted in Insightful Insights.

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Like many readers, we have been keen to see the installation of a new CEO, and resumed focus on business growth, at Infomedia. We saw some progress on this front last week, with the announcement that Jonathan Rubinsztein will assume the role from 14 March, 2016. continue…

by Tim Kelley Posted in Insightful Insights.

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Further to our recent blog post on Altium Limited (ASX:ALU), Altium has today announced that it has signed an OEM agreement with Dassault Systèmes to introduce a new SOLIDWORKS Electronic Computer – Aided Design (ECAD) product based on Altium’s Printed Circuit Board (PCB) software technology. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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During the holiday break, if you didn’t completely turn off from finance and investing, you may have read one, two or a dozen columns about where the markets are heading in 2016, ‘how to make money in 2016’ and where the best returns will come from in 2016. continue…

by Roger Montgomery Posted in Insightful Insights.

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According to the World Steel Association, global crude steel production declined 3 per cent from a peak of 1,670 million tonnes in 2014 to 1,623 million tonnes in 2015. Every single month in 2015 saw a year on year decline. continue…

by David Buckland Posted in Insightful Insights, Manufacturing.

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The Lindy effect is a theory on the life expectancy of non-perishable things. The concept is that for certain types of non-perishable things, the remaining life expectancy can be estimated from the amount of time something has already been around, with increasing age implying increasing remaining life expectancy. This clearly doesn’t work for living organisms, whose remaining life expectancy declines the longer they have been around, but it can provide a useful perspective on non-living things like ideas, technologies, businesses, buildings etc. For example, if a book has been in print for 40 years, you might reasonably expect it to be in print for another 40 years. continue…

by Tim Kelley Posted in Insightful Insights.

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If you are interested in learning about value investing, last year we recorded a podcast series with 2GB.  Today we share Part 3, of a six-part series. continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.

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