Scruffy Accounting at Greencross
10 May 2018
Well that was an interesting update from pet and vet company Greencross (GXL). New CEO Simon Hickey only joined the...
READ MORECategory: Investing
Timing a Plunge With Managed Funds
27 Apr 2018
My advice has been consistent over the years: get your portfolio allocation right and let us worry about the timing....
READ MORE
Size Kills in Funds Management
20 Apr 2018
On an average day Commonwealth Bank (CBA) shares worth $250m change hands. A $10bn fund manager can buy a 1%...
READ MORE
Unloved UK Auto Sector
17 Apr 2018
Steve and I recently spent a few weeks visiting portfolio companies and potential investments in Europe. The UK...
READ MORE
Facebook Killing its Competitive Advantage
13 Apr 2018
“Well, the first thing we have to do, I suppose, is listen,” Paine said when asked how his team might reconnect with...
READ MORE
Buying Stocks that Could Go Bust
06 Apr 2018
Many investors wouldn’t have touched Whitehaven Coal with a hazmat suit on. It was January 2016 and thermal coal had...
READ MORE
A Big Lesson from the Big Un Debacle
06 Mar 2018
Some of the red flags at Big Un were obvious. Perhaps the biggest was the change in auditor, from PKF to the...
READ MORE
Making the Most of Mistakes
26 Feb 2018
For those who fear flying, facts and statistics are likely of little help. But flying has become a lot safer over...
READ MORE
Fragmenting Social Media and Facebook’s Withering Popularity
13 Feb 2018
Fair enough. I haven’t used it for years. And I don’t like it. Which means I’m predisposed to seeing signs of...
READ MORE
Why Even Small Panics Matter
07 Feb 2018
Sitting in a pub with property man Pete Wargent a few months ago, we were discussing the property market of...
READ MORE
A New Generation Learns About Nickels and Steamrollers
07 Feb 2018
You are probably wondering what the hell happened yesterday. Friday’s relatively minor retreat in global stock...
READ MORE
Why Declining Businesses are Hard to Stomach
29 Jan 2018
Forget pizza, bruschetta, risotto and pasta. What I most miss about Italy is mortadella, a pork sausage flavoured...
READ MORE