Coke and Kombucha—How the Internet is Killing Traditional Brands
08 May 2019
I am in no position to be critical of the world’s greatest investor—my investing mistakes are bigger and more...
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Latest media
Category: Miscellaneous
Less Revenue, More Profit at iSelect
20 Mar 2019
Comparison website iSelect’s (ISU) half year results last month showed revenue falling 12% on the previous December...
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Momentum Matters for Value Investors
08 Mar 2019
Momentum is a dirty word in the value investing world. Buy cheap stocks and they eventually go up is the...
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Pay Now, Save Now
27 Feb 2019
Afterpay, and now Flexigroup, are changing the face of consumer credit. In the old world, someone who didn’t have...
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How to Deliver on the Banking Royal Commission Promise
06 Feb 2019
“Its bark was worse than its bite”. That seems to be the general conclusion from the Hayne Royal Commission into...
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Betting on Fast Fashion with Glassons
24 Jan 2019
We added seven new stocks to the Forager International Shares Fund portfolio in 2018. One of them was New Zealand...
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On the Oil Rollercoaster
18 Jan 2019
The oil price has been on a rollercoaster for the past five years. From the depths of US$28 per barrel in early 2016...
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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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Tabcorp’s Dwyer has it Wrong on Remuneration
18 Oct 2018
I doubt Tabcorp shareholders will be too happy this morning. The chair of their board - you know that thing that is...
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Preparing for, not Predicting, the Housing Crash
12 Oct 2018
Newspaper headlines like “House prices continue to tumble nationally” are now everywhere. While we have been worried...
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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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