Adrian Lemme

Adrian
Lemme

Analyst/Portfolio Manager
Merlon Capital Partners

Adrian joined Merlon Capital Partners as a Principal in May 2012 from AMP Capital where he was a Portfolio Manager/Analyst, responsible for investments in retail, food and beverage, transport and chemical sectors. He is a CFA charterholder.

Expertise

Amazon Not Introducing Internet to Australia

Adrian Lemme

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

retail amazon ASX:HVN ASX:JBH ONLINE RETAIL

A Closer Look at Boral's High Priced Acquisition of Headwaters Incorporated

Adrian Lemme

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

australian equities Boral Limited Longform

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