Value.able

Last week I met with several companies in Melbourne, including Burson Group (ASX: BAP), Repco and Super Retail Group (ASX: SUL) to discuss their businesses and what they are presently doing to compete. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights, Manufacturing, Value.able.

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 Vocus worth $6.10?

On Tuesday, we reported on the exciting future for Vocus Communications (ASX: VOC) after their AU$107.7m acquisition of New Zealand’s largest ducted inter-city fibre optic network operator, FX Networks. continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Takeovers, Technology & Telecommunications, Value.able.

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Recently we have heard a great deal about how average Australians must face the end of their “age of entitlement”. It seems however some believe the captain won’t be going down with the ship. continue…

by Roger Montgomery Posted in Value.able.

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Following on from my article on Coca-Cola Amatil’s loss of market share in the Australian soft drink category over recent years, I was interested to read that Rod Sims, Chairman of the Australian Competition and Consumer Commission, has initiated unprecedented proceedings in the Federal Court against Coles after what it alleges is the unconscionable treatment of its suppliers. continue…

by David Buckland Posted in Consumer discretionary, Insightful Insights, Value.able.

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We have previously written about J. Kyle Bass. He is the founder and principal of Hayman Capital Management, L.P., a Dallas-based hedge fund. According to Wikipedia, “Bass became well-known after successfully predicting and benefitting from the subprime mortgage crisis by purchasing credit default swaps on subprime securities issued by various investment banks (similar to shorting the bonds).” continue…

by Roger Montgomery Posted in Value.able.

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Here’s a question for you. If a company receives a takeover offer at a material premium to its current share price, has the company’s management been successful at realising value for its shareholders? continue…

by Ben MacNevin Posted in Insightful Insights, Investing Education, Value.able.

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Last year, I wrote on Sir Alex Ferguson’s unique record as a sporting coach after 27 seasons at the helm of Manchester United Football Club. Earlier this week, Ferguson’s successor, David Moyes, was sacked ten months into a six year contract after Manchester United was eliminated from both domestic cup competitions and the Champions League. continue…

by David Buckland Posted in Insightful Insights, Value.able.

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Forget the Financial Crisis…Are we on the cusp of a global water crisis? continue…

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

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For companies that deal in capital-intensive vehicles, construction generally provides better growth opportunities than production. With large miners progressively shifting spending from capital expenditure to operating expenditure, the consequences are being felt by vendors. continue…

by Ben MacNevin Posted in Energy / Resources, Property, Value.able.

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Those of you have read anything or even, possibly, everything written about Warren Buffett, you would know that he has said many flattering things about Charles Browne and Forrest Tweedy and the brokerage-come-funds-management firm they founded Tweedy Browne LLC. continue…

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

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