Amazon Not Introducing Internet to Australia
Every day it seems the media is reporting how Amazon will destroy Australian retailers. We are under no illusion that Amazon will take market share and reduce the profitability of Australian retailers. It would be foolish to think otherwise given that Amazon grew its North American sales by 25% to... Show More
A Closer Look at Boral's High Priced Acquisition of Headwaters Incorporated
During the December quarter, Boral announced that it will acquire Headwaters Incorporated – a US listed company – for US$24.25 per share or A$3.7b in total. Headwaters traded at below US$2 per share just five years ago. While we see the strategic merit in the transaction, we were (frankly) shocked... Show More
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