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,...
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What to watch at the reporting season circus
31 Aug 2022
Originally written for The Australian August and February are the two busiest months of the year for fund...
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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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Money, not just free speech, the end game of Twitter bid
28 Apr 2022
Originally written for The Australian. “I don’t care about the economics at all.” That’s what Elon Musk said...
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What’s the most important thing in today’s environment?
12 Apr 2022
One of the 19 “Most Important Things” for Oaktree Capital’s famed co-founder Howard Marks (from his excellent 2011...
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Road trippin’
11 Apr 2022
If you’ve listened to the latest episode of Stocks Neat, you’ll know that Steve, Harvey and I were in the States...
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US is bedrock of any global share portfolio
06 Apr 2022
Originally written for The Australian
The US is far from perfect. The people there call their main meals...
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Uncorking the economics of whisky
14 Mar 2022
At Forager, we invest in businesses that we like and that we believe hold the potential for long-term returns. If...
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Ditching New Year’s resolutions in the dust bin
22 Feb 2022
Originally written for Livewire. How many New Year’s resolutions have you already consigned to the dust bin? If...
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Big ideas in the small-cap space
17 Feb 2022
Originally written for Firstlinks. New COVID variants, tech stock bubbles bursting, supply chain disruptions,...
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