Aldi: Good Different
14 Mar 2019
I recommend this recent piece in The Guardian - The Aldi effect: how one discount supermarket transformed the way...
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Latest media
Category: Investing
Fortnite is Changing the Game
28 Feb 2019
My little brother is one of millions of crazed Fortnite fans. His current routine involves playing the online game...
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The Riddle of The Reject Shop
08 Jan 2019
Do you remember the first time you visited a dollar store? For me it was an exciting stop after school. My weekly...
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Party coming to an end for Nick Scali
24 Dec 2018
The housing market has taken a nosedive this year. And furniture retailer Nick Scali (NCK), our short pick for...
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Out of love with Lovisa?
02 Nov 2018
For a while there Lovisa (LOV) was a bright spot in Australian retailing. A domestic success story conquering the...
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Inflation, not Recession, the Big Risk for Investors
31 Oct 2018
Some US homebuilders’ share prices are down more than 50% this year. A large cohort of the global auto sector is...
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An Axing for Axsesstoday
03 Oct 2018
Last month Axsesstoday (AXL) was on its way to becoming a market darling. Today it is suspended from trading. The...
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How to Invest in Emerging Markets
02 Oct 2018
A few months ago, local brokers in Manila were wondering what was I doing in their city. Apparently I was a year...
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Being an Obvious Idiot: the Toughest Part of Being a Value Investor
10 Sep 2018
Being a contrarian can be a lonely existence. It involves doing nothing for long periods of time. And then when you...
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Facebook’s Massive Insta Asset
24 Aug 2018
Last week, I blogged about Facebook’s embrace of pain today, gain tomorrow type behaviour—something I’m always on...
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Is Myer Moving in the Right Direction?
10 Aug 2018
I’m not alone in wondering how long Myer (ASX:MYR) is going to be around. Sales have been trending down for some...
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Not All Information is Created Equal
04 Jul 2018
Promises. We’ve heard our fair share from company management teams over the years. iSelect told investors that...
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