Russell Muldoon

CIO, REQON, a boutique Funds management company, managing funds on behalf of individuals, institutions and our family. Since Inception (9 months ago), our Broadcap Fund has returned 27.6% versus 5.3% for the ASX300 Index. Our fund opens in Sept 2018.

Expertise

More to come in Nine's re-rating - $3.10 per share? 24% upside? It's possible.

Russell Muldoon

We were first alerted to a potential opportunity in NEC through a large industrial and commercial property owner and developer. Over lunch, our industry contact was discussing many changing aspects of his property and business / tenant dealings, with one subject particularly relevant to the changing landscape for NEC. One... Show More

google nine entertainment upgrades advertising ASX:NEC

From one analyst to another... Map M3 money growth vs. combined house growth over all capital cities. Something I did many moons ago. Would make a great update to this piece.

On Credit Availability IS Australia’s House Prices -

How is BAL progressing with it's CFDA registration? This seems to be the greatest risk to the business (not getting it), and it feels like the process has been abnormally drawn-out?

On Bellamy’s becoming a more attractive asset -

Peter Murch, also managed by Chris Joyes Outfit. Its a good product for what you say below, being able to buy a basket of Hybrids and the liquidity of having a market maker on both sides provides ample scope to exit at reasonable prices should you wish. Not so easy when buying individual securities in this space. Its a great product (HBRD).

On Hybrids vs Equities: How Does Risk vs Return Trade-Off Stack-Up? -