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It should come as no surprise that 2020’s word of the year is “lockdown”1 according to Collins Dictionary. As COVID-19 swept the world, cities locked their doors to...

The positive news regarding the effectiveness of both Pfizer and Moderna’s vaccines against Covid-19 are exceptionally good news for the world. With many more...

Several trends in technology have accelerated as both corporations and consumers adapt to a new world in the wake of the COVID-19 pandemic. We discuss five trends that...

On Monday 23rd November, Ampol (formally known as Caltex) announced a $300m off-market buy-back after finalising its property transaction where it raised $635m after...

Quality is one of the key aspects in Investors Mutual’s investment decision-making process. In this article, we discuss why we focus on quality, the factors we...

Earlier in the year we wrote about our attraction to the mining services industry given a favourable macro backdrop, earnings growth and cheap valuations. While the...

Warehouses have come a long way from being dirty sheds in the middle of nowhere. Today, highly automated warehouses are occupying populous urban locations and powering...

As borders reopen and Australians return to a new-normal, our economy moves from a pandemic to a recovery stage. Matthew Haupt and John Ayoub, large cap specialists at...

The temptation to buy and sell stocks can be overwhelming during periods of market turmoil, as we’ve seen since COVID hit Australia’s shores in February. But Prime...

Optimism in the macro outlook grew steadily throughout October, starting with an indication of further monetary easing from the RBA, followed by a Federal Budget which...

Amaysim Australia Limited (“amaysim”) is the largest mobile virtual network operator (“MVNO”) in Australia and the fourth-largest mobile service provider overall with...

Nothing lasts forever, in particular not in financial markets, or as I like to put it: this too shall pass, eventually. With “this” I am referring to the relentless,...

Growth stocks dominated markets in 2020. So much, so that value investing has now had it worst run in twenty years. The speed at which these companies grew captivated...

After a tumultuous 2020, the world is (slowly) beginning to recover. With two successful vaccines announced, and the virus largely quashed in Asia and the Pacific, the...

With the US election settled, vaccines on the way and a reopening of the country mounting, the worst is seemingly behind us. Oscar Oberg and Tobias Yao, two small-cap...

Plus, imminent PFS could spark re-rating for Kingston and sold-down Rumble offers punters several leveraged exploration plays. It hasn’t taken long for Neil Biddle to...

This week, the world received the news that not only one, but two potential COVID-19 vaccines had been produced. Does this mean that 2021 goes back to normal and the...

In the period since the Global Financial Crisis (GFC), the global banking sector has significantly de-risked. This is clearly evidenced by the structural increase in...

Think of a coronavirus boom industry and ecommerce or takeaway food delivery come to mind. Few would nominate the noble accounting profession, which is busy and only...

Self-funded retirees and many other income investors continue to be stung by monetary policy decisions. However, taxation benefits in the form of franking credits...

Water torture always seemed to me a fanciful way of inducing insanity. Constant dripping might be annoying; however, inducing insanity is another matter altogether....

COVID Derangement Syndrome (CDS) is a nasty affliction that causes investors to misprice stocks. Some sufferers have it so bad they will buy or sell without regard to...

The ownership of a mineral royalty (a contractually established financial asset) over a producing or near-production mining asset has been the basis of many Australian...

This quarter we wanted to focus on the significant medium-term opportunity around raw materials for Electric Vehicles (EVs), and particularly...