Daniel Mueller

Daniel
Mueller


Vertium Asset Management

Daniel joined Vertium Asset Management in 2017 as a Portfolio Manager / Equity Analyst and brings with him nearly 15 years’ Australian equity investment management experience. At Vertium, Daniel assists the CIO and is responsible for researching and analysing Australian companies. Prior to Vertium, Daniel was a Senior Equities Analyst / Portfolio Manager at Forager Funds where he was responsible for assisting with Forager’s Australian equities portfolio. Before Forager, Daniel held similar roles at Morningstar, Northward Capital, Investors Mutual, Cannae Capital and MMC Asset Management.

Expertise

Myer: Winter is coming

Daniel Mueller

What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy retailers. While Amazon’s Australian launch last December was somewhat underwhelming, one could consider it a ‘soft’ launch. Whether it’s next year or next decade, odds are Amazon will get its... Show More

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Telstra: What the market missed

Daniel Mueller

The most important piece of information in this report is this: Telstra’s mobile business is under pressure. Postpaid ARPU (including mobile repayment options) decreased 3.6% due to higher data inclusions. This is the 5th consecutive half of postpaid ARPU decline with an acceleration in the rate of decline. Show More

ASX:TLS ASX:TPM What the market missed

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The yield trap of 2017

Daniel Mueller

Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In 2012, it was QBE. During 2012 to 2014, we saw several consumer stocks turn out to be yield traps including Seven West Media, David Jones and Myer.... Show More

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Telstra's Trump moment

Daniel Mueller

Prior to Telstra's FY17 result, media articles abounded speculating the company was going to announce the securitisation of its recurring NBN payments. The media cited various analyst reports that a securitisation of up to $18 billion was about to create a capital management bonanza for shareholders. Show More

Is Woolworths regaining its mojo?

Daniel Mueller

Woolworths “is a wonderful organisation, with enormous upside.” This was the first thing former CEO Grant O’Brien said about Woolworths in his inaugural address to the market in November 2011, shortly following his appointment. Show More

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