Welcome to our “Top 5 Non-Dick-Smith Blogs of 2016”. Those of you new to Bristlemouth may wonder why we are doing this, while those who have been with us during 2016 will likely have a wry smile. The Dick Smith articles garnered a lot of attention and whipped up some controversy, so you are likely aware of these articles and our thoughts on them. Hence we’ve decided to present you ‘the best of the rest’ to showcase our 2016 blogging highlights. These are the five most read posts of 2016.
With some of the highest retail margins in the world, Australia looks like a ripe target for the e-commerce giant. Daniel extrapolates some data from the experience other countries have had with e-commerce to arrive at an estimate for the market share Amazon could achieve in our backyard.
ASX IPOs have been getting something of a bad reputation lately; especially those floated by private equity seeking to cash in after their turnaround efforts. In this blog we explore whether ‘this time its different’ and if Inghams offers any value.
This blog looks at the sustainability of management fees by exploring the impacts of a low interest rate environment, the proliferation of index funds and the ability of investors to make their own investing decisions. These forces are putting pressure on active fund management, shown by considerable outflows for actively managed equity funds.
Steve looks at the rally in the prices of mining stocks in the early months of 2016. There is concern over whether this rally in the stock prices is sustainable or whether it’s just a false dawn.
How to find the best investing ideas? This blog takes the reader through four fundamentals to follow in order to try to find that hidden gem in the rough.
So there you have it. We hope you have enjoyed reading these as much as we have enjoyed writing them. Thank you for all your support during 2016 and we look forward to hearing your comments on Bristlemouth during 2017.
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