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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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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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The wide-body is dead, long live the wide-body!

Christopher Demasi

February 25, 2019
Airbus, one half of the global duopoly in passenger jets, recently released its financial results for 2018. Along with the release, the company announced that it will cease production of the world’s largest passenger airliner, the A380. That’s good news. continue…

by Christopher Demasi Posted in Companies, Stocks We Like

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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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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
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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