The great PE fleecing of Aussie tech investors
03 Nov 2022
Originally written for Livewire Don’t buy from private equity (PE) is a rule that should rarely be broken. All...
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Meta’s woes, Twitter’s close and the end of...
03 Nov 2022
In this episode of Stocks Neat, Steve and Gareth talk about how the tech bust has finally hit the likes of Alphabet,...
READ MORE How to invest for an inevitable consumer slowdown
23 Sep 2022
In this episode of Stocks Neat, Steve is joined by Alex Shevelev, Senior Analyst on the Forager Australian Shares...
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If I get kicked out of the value investors’ club, so be it
08 Sep 2022
Originally written for Firstlinks Plenty of people want to know if we can still call ourselves value investors,...
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What to watch at the reporting season circus
31 Aug 2022
Originally written for The Australian August and February are the two busiest months of the year for fund...
READ MORE Nobody puts value in the corner
26 Aug 2022
Who said value investing means crappy businesses? It’s something we’ve pondered off the back of some questions...
READ MORE The difference between a stock price and a company’s value
28 Jul 2022
It's time for a new episode of Stocks Neat, the podcast with nothing watered down. In July’s episode of Stocks...
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The craziest bond ever issued, looming recession...
23 Jun 2022
It's time for a new episode of Stocks Neat, the podcast with nothing watered down. In June’s episode of Stocks...
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The Aussies’ Miserly Offer for Vienna Airport
23 Jun 2022
Flughafen Wien AG (FLU) owns world-class assets - including Vienna International Airport, which handled some 32...
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Is the market’s recession conviction warranted?
20 Jun 2022
Originally written for Firstlinks They say the market is forward looking. I’ve never seen it quite this forward...
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Tech sector stuck in the denial phase
30 May 2022
Originally written for The Australian When Uber chief executive Dara Khosrowshahi quoted Jerry Maguire in an...
READ MORE The EV revolution and the scourge of stock-based compensation
27 May 2022
It's time for a new episode of Stocks Neat, the podcast with nothing watered down. In this episode, Forager’s...
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