Italian Borsa Back on the Radar
31 May 2018
Over the past two months Italian politics showed once more it can have more twists and turns than the mountains of...
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Latest media
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,...
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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...
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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...
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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...
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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...
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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....
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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%...
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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...
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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...
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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...
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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...
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