Can the big four banks recent momentum be maintained? Stuart comments he will be looking for signs of diminishing risk and improved performance. Watch here.
watch recent videos
watch more videos
-
Dissecting the hype around US sports betting
Lachlan Mackay
October 12, 2020
Plenty of noise has been generated in the US online sports betting space this year. DraftKings stock has grown +400 per cent year-to-date, Penn National +170 per cent and Australia’s Pointsbet +150 per cent. The excitement is around an expected $20-30 billion addressable market, growing from around $1 billion in 2019. Naturally, this level of growth generates a lot of competition, and everyone from casinos to fantasy sports operators have bought in by gathering partners and starting a sportsbook; however, we will see that not all competition is created equal. Continue…
by Lachlan Mackay Posted in Companies.
- save this article
- POSTED IN Companies.
-
Our thoughts on the Ant Group IPO – Part I
Daniel Wu
October 9, 2020
Chinese payments and fintech giant Ant Group is expected to IPO in October at a valuation exceeding US$200 billion. Being investors in Alibaba Group, which owns 33 per cent of Ant, it was imperative for us to form a view on the Ant business. This also marks the first time a large Chinese payments platform has filed standalone financials publicly, which should provide investors with some interesting insights. Continue…
by Daniel Wu Posted in Companies.
- save this article
- POSTED IN Companies.
-
The $18.0 billion Merger of two Aussie Gold Miners
David Buckland
October 8, 2020
In November 2019, Saracen Mineral Holdings (ASX: SAR) acquired 50 per cent of the Fimiston Open Pit, known colloquially as the Kalgoorlie Super Pit, from Barrick Resources for US$800 million. A month later Northern Star Resources (ASX: NST) bought Newmont’s 50 per cent stake for US$750 million. Continue…
by David Buckland Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
How much higher can Buy-Now-Pay-Later stocks go?
Roger Montgomery
October 8, 2020
As you’ve no doubt noticed, Buy-Now-Pay-Later (BNPL) providers, like Afterpay and Zip, are all the rage. But do their soaring share prices reflect their real value and future earning power? Or are we just witnessing the latest incarnation of tulip mania? Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- save this article
- POSTED IN Companies, Editor's Pick.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
EU evolution underappreciated
Andrew Macken
October 7, 2020
With all the news around COVID-19 and the ongoing political dramas surrounding the US general election, it seems a historic change in European philosophy has gone largely unnoticed. In July, EU leaders agreed to an extraordinary €750 billion recovery package called the Next Generation EU (NGEU). Continue…
by Andrew Macken Posted in Global markets.
- save this article
- POSTED IN Global markets.
-
Why this market is starting to look like a ponzi scheme
Roger Montgomery
October 7, 2020
When Tesla split its stock five-for-one and then rallied 12 per cent on the day the split shares started trading, I thought the market had reached a new and unsustainable level of nutty. But I was wrong. Continue…
by Roger Montgomery Posted in Global markets.
- 2 Comments
- save this article
- 2
- POSTED IN Global markets.
-
Why we think Corporate Travel Management’s recent acquisition is a game changer
Dominic Rose
October 6, 2020
Corporate Travel Management (ASX:CTD) announced last week the US$200 million acquisition of US-based Travel & Transport (T&T) which transforms the company’s North American business and positions the company as the global leader in mid-market corporate travel services. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
An exciting growth stock: Macquarie Telecom
Roger Montgomery
October 6, 2020
In this week’s video insight Roger discusses cloud computing and a small cap opportunity in the space. We currently believe companies within this sector will see a long runway for growth. One company delivering the framework on which this innovation cycle is being built is Macquarie Telecom. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
