Insightful Insights
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Inefficient Allocation of Capital
Ben MacNevin
July 9, 2015
By now you should have heard about the rout that is occurring in China’s stock market. One critical factor which you may not be aware of is the exposure of Chinese companies to the market. And we’re not talking about a listed company’s share price decline here. continue…
by Ben MacNevin Posted in Economics, Foreign Currency, Insightful Insights.
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Shanghai Stock Exchange in Ultimo
Scott Phillips
July 9, 2015
Many have recently seen the picture of the Chinese fruiterer trading the equity market at his ramshackle cart. Last week I had my own experience of a Chinese immigrant taxi driver who was ferrying me from the city back to Ultimo. continue…
by Scott Phillips Posted in Foreign Currency, Insightful Insights.
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Vocus & Amcom: Together at Last
Scott Shuttleworth
July 7, 2015
It almost didn’t happen, but last month Amcom Telecommunications Limited (ASX: AMM) received approval from its shareholders to merge with Vocus Communications Limited (ASX: VOC), creating a $1.2 billion telecommunications giant. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Board movements for June 2015
Roger Montgomery
July 6, 2015
We recently received an interesting email, that we thought we should share with our blog subscribers.
by Roger Montgomery Posted in Insightful Insights.
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Understanding the Value of Growth
Tim Kelley
July 6, 2015
In theoretical terms, company valuation is a simple enough concept. The value of any company should equate to the present value of all the dividends that the company will pay over its lifetime. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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The Speed of Change
Ben MacNevin
July 3, 2015
As you may have heard, the Supreme Court of the United States legalised gay marriage last week. Not a line you may expect to start a blog post on investing, but the ruling provides a fascinating insight into how quickly society is changing. continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education, Market commentary.
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Lower phone bills for Telstra?
Scott Shuttleworth
July 2, 2015
On Monday, the ACCC proposed its intention to reduce the rates that Telstra Corporation (ASX: TLS) can charge for access to its national copper network. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Will APRA remove some of the fuel from the housing fire?
Stuart Jackson
June 30, 2015
The Reserve Bank of Australia recently released private sector credit data which showed another month of strong growth. The RBA has raised concerns regarding the rate of growth in lending on speculative assets, and housing in particular, for some time. Glenn Stevens stated recently that he views some developments in the Sydney property market as “crazy” and “acutely concerning”. continue…
by Stuart Jackson Posted in Insightful Insights, Property.
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- POSTED IN Insightful Insights, Property
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Assessing data quality
Ben MacNevin
June 29, 2015
The quality of data, and hence its relevance to intrinsic value, depends on the degree that it can be quantified. This concept may seem simple, but the recent turbulence in the Flight Centre (ASX: FLT) share price demonstrates it may be under-appreciated by the market. continue…
by Ben MacNevin Posted in Insightful Insights, Intrinsic Value.
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Chasing Viewers – Part 3
Russell Muldoon
June 29, 2015
It may just be the straw that breaks the camel’s back. Free-to-air television advertising that is! Recent data published by Roy Morgan Research on Streaming Video On Demand (SVOD) services shows that since launching a few months ago, Netflix in Australia is absolutely killing it.
by Russell Muldoon Posted in Insightful Insights, Technology & Telecommunications.
