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IDP Education continues to be a high-class business
Stuart Jackson
February 18, 2019
International education is big business in Australia, and one of the firms benefitting from the student boom is IDP Education (ASX:IEL). In the half year to December 2018, IDP maintained its record of producing very strong, high quality results. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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What price should you pay for REA?
Roger Montgomery
February 14, 2019
REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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Despite the recent rally in Service Stream, is it still cheap?
David Buckland
February 12, 2019
In 2019, the Service Stream (ASX: SSM) share price has risen by 24 per cent to around $2.17, and for the half-year to December 2018, the Company has reported an excellent set of numbers. continue…
by David Buckland Posted in Companies, Stocks We Like
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Our view on Challenger
Andreas Lundberg
February 11, 2019
At the end of January, the market took a sledgehammer to the share price of Challenger (ASX:CGF) following a trading update. Clearly, many investors did not like what they saw. But was the update really that bad? continue…
by Andreas Lundberg Posted in Companies, Stocks We Like
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Contextualizing Music History and the Potential of Streaming
Amit Nath
January 18, 2019
The music sector over the last four decades has shifted through technology like very few other industries. Moving from vinyl, cassettes, CDs, MP3s to streaming, music has never gone out of style. Yet despite this it hasn’t been smooth sailing for the industry, far from it. continue…
by Amit Nath Posted in Companies, Media Companies, Stocks We Like
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Four high quality companies
Roger Montgomery
January 15, 2019
When it comes to stocks the term ‘quality’ has many definitions. Some investors adopt a flexible approach to the definition of quality including being satisfied if quality management is running the business, a quality customer base exists, or they can identify quality assets on the balance sheet. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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Why Facebook is looking cheap
Andrew Macken
December 13, 2018
You’ve probably read that many US tech stocks are trading on crazily high multiples. So it may surprise you to learn that Facebook (NASDAQ: FB) – the world’s largest social media platform – is trading on a lower multiple than many Australian businesses. continue…
by Andrew Macken Posted in Companies, Stocks We Like
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Is Trade Me about to go under the hammer?
Stuart Jackson
December 11, 2018
New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like
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Alibaba Shatters Olympic Records
Lachlan Mackay
November 16, 2018
Ahead of Alibaba’s Singles’ Day, CEO Daniel Zhang told CNBC that the event is “the Olympics” for many business people. Originally known as Bachelors’ Day to celebrate pride in being single, the “Single Sticks Holiday” is derived from its date – 11/11. Nowadays it is better known for being the largest offline and online shopping day in the world, spearheaded by Alibaba’s e-commerce platform. continue…
by Lachlan Mackay Posted in Companies, Stocks We Like
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A very small growing fish in a very large pond
Stuart Jackson
October 30, 2018
Aristocrat Leisure Limited (ASX:ALL) has diversified its exposure beyond gaming machines over the last six years with a push into the online, and more recently the mobile games market. This began with its acquisition of social casino business Product Madness, and the internet gaming system and remote game server from GameAccount Network in late 2012 for around A$32 million. continue…
by Stuart Jackson Posted in Editor's Pick, Stocks We Like, Technology & Telecommunications
