Inflation, not Recession, the Big Risk for Investors
31 Oct 2018
Some US homebuilders’ share prices are down more than 50% this year. A large cohort of the global auto sector is...
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Latest media
Tabcorp’s Dwyer has it Wrong on Remuneration
18 Oct 2018
I doubt Tabcorp shareholders will be too happy this morning. The chair of their board - you know that thing that is...
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Preparing for, not Predicting, the Housing Crash
12 Oct 2018
Newspaper headlines like “House prices continue to tumble nationally” are now everywhere. While we have been worried...
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An Axing for Axsesstoday
03 Oct 2018
Last month Axsesstoday (AXL) was on its way to becoming a market darling. Today it is suspended from trading. The...
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How to Invest in Emerging Markets
02 Oct 2018
A few months ago, local brokers in Manila were wondering what was I doing in their city. Apparently I was a year...
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Being an Obvious Idiot: the Toughest Part of Being a Value Investor
10 Sep 2018
Being a contrarian can be a lonely existence. It involves doing nothing for long periods of time. And then when you...
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How To Fix Financial Services
03 Sep 2018
It ain’t over yet. Round 6 of the Financial Services Royal Commission, set for September, is going to focus on...
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What is Value Investing?
30 Aug 2018
Are you new to Value Investing? This post is designed to help. Watch the short video where Steve Johnson describes...
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Facebook’s Massive Insta Asset
24 Aug 2018
Last week, I blogged about Facebook’s embrace of pain today, gain tomorrow type behaviour—something I’m always on...
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Future-proofing Facebook
17 Aug 2018
We looked at Facebook stock—far too briefly it turns out—in 2013 when it was trading below US$30 a share. It had...
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Is Myer Moving in the Right Direction?
10 Aug 2018
I’m not alone in wondering how long Myer (ASX:MYR) is going to be around. Sales have been trending down for some...
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The Meerkat Feasting on iSelect
02 Aug 2018
Earnings guidance slashed by 64%. CEO gone. The stock down 54%. That was the situation for iSelect (ISU) when we...
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