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Why you need to include cybersecurity in your investment thesis
Andreas Lundberg
October 21, 2019
According to the Australian Government’s Cyber Security Review, cybercrime is costing the nation up to $1 billion annually in direct costs alone. And the costs are rising. Clearly, it’s time for investors to factor the risk, and potential impact, of cyberattacks on the businesses they invest in. Continue…
by Andreas Lundberg Posted in Investing Education.
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Why I think NextDC is undervalued
Gary Rollo
October 18, 2019
What’s going on with the share price of data center provider NextDC (ASX: NXT)? Over the past year, it has massively underperformed other firms in both the tech and AREIT sectors. But with interest rates staying low, and the demand for data center services booming, is its market valuation set to rise? Continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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MEDIA
Money News 16.10.2019
David Buckland
October 16, 2019
David Buckland joined Ross Greenwood on Money News to discuss current markets including how the housing decline is having a flow on impact on many areas. Another topic of discussion is the Latitude float, being pulled for the second time.
by David Buckland Posted in Radio.
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Why IDP Education ticks all our boxes
Dominic Rose
October 16, 2019
IDP Education (ASX: IEL) places international students into Australia and other key English speaking destinations, while also administering English language proficiency tests. With defensive earnings, a long runway for growth and strong industry tailwinds, we think there’s plenty to like about this Australian-based global business. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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