The contrarian case for small caps in 2023
21 Dec 2022
In the latest episode of Stocks Neat, which is our final episode of 2022, Steve and Gareth are discussing small cap...
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Top 11 Books, Shows and Podcasts of 2022
20 Dec 2022
This year, we're doing our annual Christmas list differently. You can see some of the past book recommendation posts...
READ MORE Mergers and acquisitions – the good, the bad and the ugly
30 Nov 2022
In the latest episode of Stocks Neat, Steve and Gareth talk all things M&A. They discuss the best and worst...
READ MORE Meta’s woes, Twitter’s close and the end of...
03 Nov 2022
In this episode of Stocks Neat, Steve and Gareth talk about how the tech bust has finally hit the likes of Alphabet,...
READ MORE How to invest for an inevitable consumer slowdown
23 Sep 2022
In this episode of Stocks Neat, Steve is joined by Alex Shevelev, Senior Analyst on the Forager Australian Shares...
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If I get kicked out of the value investors’ club, so be it
08 Sep 2022
Originally written for Firstlinks Plenty of people want to know if we can still call ourselves value investors,...
READ MORE Nobody puts value in the corner
26 Aug 2022
Who said value investing means crappy businesses? It’s something we’ve pondered off the back of some questions...
READ MORE The difference between a stock price and a company’s value
28 Jul 2022
It's time for a new episode of Stocks Neat, the podcast with nothing watered down. In July’s episode of Stocks...
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The craziest bond ever issued, looming recession...
23 Jun 2022
It's time for a new episode of Stocks Neat, the podcast with nothing watered down. In June’s episode of Stocks...
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The Aussies’ Miserly Offer for Vienna Airport
23 Jun 2022
Flughafen Wien AG (FLU) owns world-class assets - including Vienna International Airport, which handled some 32...
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Is the market’s recession conviction warranted?
20 Jun 2022
Originally written for Firstlinks They say the market is forward looking. I’ve never seen it quite this forward...
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Tech sector stuck in the denial phase
30 May 2022
Originally written for The Australian When Uber chief executive Dara Khosrowshahi quoted Jerry Maguire in an...
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