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...
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Latest media
A Big Lesson from the Big Un Debacle
06 Mar 2018
Some of the red flags at Big Un were obvious. Perhaps the biggest was the change in auditor, from PKF to the...
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Making the Most of Mistakes
26 Feb 2018
For those who fear flying, facts and statistics are likely of little help. But flying has become a lot safer over...
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How to Navigate a Bull Market
21 Feb 2018
Bear markets get a lot of attention. The market meltdowns of 2008/9, 2000 and 1987 are the subjects of many hundreds...
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Google’s Cash Road to Nowhere
14 Feb 2018
Let me be the millionth investor to express frustration at Alphabet Inc’s approach to capital allocation. When...
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Fragmenting Social Media and Facebook’s Withering Popularity
13 Feb 2018
Fair enough. I haven’t used it for years. And I don’t like it. Which means I’m predisposed to seeing signs of...
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Why Even Small Panics Matter
07 Feb 2018
Sitting in a pub with property man Pete Wargent a few months ago, we were discussing the property market of...
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A New Generation Learns About Nickels and Steamrollers
07 Feb 2018
You are probably wondering what the hell happened yesterday. Friday’s relatively minor retreat in global stock...
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Why Declining Businesses are Hard to Stomach
29 Jan 2018
Forget pizza, bruschetta, risotto and pasta. What I most miss about Italy is mortadella, a pork sausage flavoured...
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Unloved Technicolor’s Hidden Value
24 Jan 2018
Everybody in the US hates their cable company. Customers have been leaving in droves for the greener pastures of...
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MMA Rides the Offshore Oil Recovery
18 Jan 2018
The September 2017 quarterly report spelled out a renewed bullish message from the International Fund team: the...
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Chiming in on Crypto Madness
10 Jan 2018
“Bitcoin has become one of the world’s hottest investments, a bubble inflated by social media, [and] loose...
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