Why is Anyone Buying RCY?
07 Apr 2010
RiverCity Motorway's security price is down about 27% since I wrote Traffic Trouble for RiverCity last week....
READ MORE The Problem with Modern Politics
07 Apr 2010
‘Malcolm at times didn’t see the politically smart thing to do – he saw what he thought was right’
This quote from...
READ MORE Traffic Trouble for RiverCity
29 Mar 2010
Australia’s newest tollroad opened on 16 March. The Clem Jones Tunnel, named after Brisbane’s longest...
READ MORE RHG to benefit from RMBS revival
23 Mar 2010
The RMBS market is showing signs of life. That should bring competition back to Australia's home loan market and...
READ MORE The General Theory of Fee Relativity
08 Mar 2010
Scientists often use every day analogies to explain complicated scientific concepts. For example, Einstein’s E=MC2...
READ MORE Chairman Gay Stitches Gunns Shareholders
05 Mar 2010
I’ve already had a rant about the disgraceful lack of disclosure around last year’s capital raisings for Photon...
READ MORE Something Fishy at RHG
16 Feb 2010
RHG’s largest institutional shareholder, Australian Leaders Fund (ALF), has been selling down with gusto. There’s...
READ MORE Mr Market Axes WDS
02 Feb 2010
Engineering and construction company WDS has had its share price hammered today. The shares are currently trading at...
READ MORE Up and Away for MAp
20 Jan 2010
Back when I worked on the Sydney Airport bid for Macquarie, I picked up an interesting nugget of information about...
READ MORE How to Steal Money and Lose It
15 Jan 2010
Today’s Australian Financial Review report on staff fraud (Staff fraud a growth business) has given me some much...
READ MORE First Quarterly Report for Value Fund
13 Jan 2010
The Value Fund's first available to download. As you'll read in the report, we've invested about 50% of the more...
READ MORE Why Does Anyone Use Webjet?
07 Jan 2010
I like Australia’s listed internet businesses. Jobs (Seek), car sales (carsales.com), property (REA Group) and...
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