Marc Whittaker

A2B’s (A2B) result on Wednesday highlights, in our view, the traction the company is beginning to generate from reinvesting back in the business. Over 12 months ago, in the face of intense competition from other ride-sharing providers, A2B made the decision to increase its investment in technology, marketing and fleet.... Show More

Buy Hold Sell
Buy Hold Sell

Even in a rising market, there are always a handful of stocks that no investor wants to touch. Whether it’s Royal Commissions, earnings downgrades, debt problems, or operational issues, a cursory glance at the ASX200 usually reveals one or more names down 50% in a year. Common wisdom tells us... Show More

Marc Whittaker

A quick recap of the last twelve months. In January this year we highlighted how the strong performance in the Small Caps sector had been led by a very narrow number of stocks over the preceding six months. We have seen a continuation of this trend over the second half... Show More

Marc Whittaker

The merger announced today between Nine Entertainment and Fairfax Media is the most recent instance of corporate activity in a rapidly consolidating Media sector. The combined group will combine Nine’s free-to-air TV network, a portfolio of digital businesses (including listed property portal Domain, the Stan streaming business and the 9Now... Show More

Buy Hold Sell
Buy Hold Sell

With well-publicised crash warnings rattling the market, and Morgan Stanley saying Australia is overvalued and uncoupling from global markets, we ask Marc Whittaker of Investors Mutual, and Joe Magyer of Lakehouse Capital how they view current valuations, and how they approach these market conditions. “If you’re holding enough quality companies in... Show More

Buy Hold Sell
Buy Hold Sell

After a two week break Matthew Kidman of Centennial Asset Management hosts two new panelists, in Marc Whittaker of Investors Mutual, and Joe Magyer of Lakehouse Capital. Technology and software companies are a growing part of the market, the panel discuss four home-grown software companies with big aspirations. Key points In... Show More

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