ASX 100

Peter Lynch once said, “Time is on your side when you own shares of superior companies.” The challenge of course is to own those superior companies at a reasonable...

James Miller from Firetrail Investments argues there are just two or three things that really matter when it comes to assessing any stock on the ASX. “A company like...

Over the past few months, rising energy prices have dominated newspaper headlines, treating readers to the sight of politicians wringing their hands, promising to get...

One of the most fundamental principles of capitalism tells us that large am ounts of competition drives down returns. Investing is no different. Justin Koonin,...

The process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. In a...

Today NAB is offering a 10% fully franked yield, AMP Capital is trading at all-time lows and Janus Henderson is on PE multiple of just 6x. These are large and...

Australia has had a multi-decade love affair with credit, where we've gone from households being quite under-leveraged because we had financial regulation and credit...

‘Economic moats’ allow companies to maintain their competitive advantage, so are essential for long-term profitability, but also for responding to a structural threat....

On my last trip to China, we were a little cautious despite the optimism displayed by China’s primary industries — a flow on from the stimulus-led recovery of 2016....

The list of problems facing Telstra is well known: falling revenues as the NBN rolls out, and declining market share in mobile. As the payments from the NBN begin to...

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing....