Amazon HQ2: Pain tomorrow?
24 May 2018
The best run businesses think long term. While it’s easy for management to roll out a few platitudes each quarter,...
READ MORE
Latest media
Smart (or not) Parking?
22 May 2018
The Australian Shares Fund used to hold parking services provider Smart Parking (SPZ). We invested via a $0.15 per...
READ MORE
Jumbo Risks All But Forgotten
18 May 2018
We are out. Last week the Forager Australian Shares Fund sold its last remaining shares of online lottery ticket...
READ MORE
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 MORE
The Omnichannel Fallacy
01 May 2018
There are few things I fear more than a visit to a Zara store. Why so many people choose to spend time in such a...
READ MORE
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
Beware the Overseas Expansion
15 Mar 2018
Aussie companies have a mixed record when venturing overseas. But in early 2016 Wesfarmers had a great history of...
READ MORE
Dividend Imputation Should Change
12 Mar 2018
This will be short and likely controversial. There’s a lot of vitriol about dividend imputation these days. Much...
READ MORE
