Prime Down, Spark Next?
24 Aug 2010
I’m not surprised foreign investors are seeing value in Australia’s listed infrastructure stocks. On the back of...
READ MORE Photon's Hughes Got What He Deserved
19 Aug 2010
A company director’s job is to protect the interests of shareholders. As is usually the case, theory is easier than...
READ MORE JB Hi-Fi: Good But Not That Good
09 Aug 2010
On a recent Saturday morning I wandered up to JB Hi-Fi looking for a new sound system. Two hours later I was...
READ MORE Is Marius Kloppers Bigger than the PM?
02 Jul 2010
Does anyone else feel slightly uncomfortable that a bunch of foreign owned mining giants can force a change of Prime...
READ MORE Bad to Worse for Elders
01 Jul 2010
Late last year rural conglomerate Elders put an emergency recapitalisation plan to shareholders. Existing and new...
READ MORE Get Ready For the Next Listed Toll Road
03 Jun 2010
When a joint venture between Transfield and Japanese construction company Kumagai Gumi won the contract to build the...
READ MORE Brutal Comrades: A Personal Story
01 Jun 2010
**Please note that this blog post explains my whereabouts for the past week or so but has nothing to do with...
READ MORE Greece No Lehman, But Global Strife Brews
11 May 2010
Last week’s panicked trading on world financial markets was eerily reminiscent of the post-Lehman chaos of September...
READ MORE Hastings Wreaks Havoc on AIX
06 May 2010
Australian Infrastructure Fund’s (ASX code AIX) acquisition of another 2.21% of APAC represents the epitome of...
READ MORE The Perfect Managed Fund Fee Structure
04 May 2010
Ok, ‘perfect’ might be stretching the friendship a little, but my post on The General Theory of Fee Relativity...
READ MORE The Life of a Start-up Fund Manager
29 Apr 2010
Yesterday morning we boarded a plane in Melbourne (14 degrees and raining) and landed in Cairns (28 degrees and...
READ MORE March Quarterly Report for Value Fund
09 Apr 2010
We've just put the finishing touches to the latest quarterly report. Download the PDF, listen to the podcast or...
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