Gary Hui

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Costco: Not even Amazon can penetrate this fortress

Gary Hui

In June, Costco Wholesale (COST.US) fell more than 15% in reaction to the news Amazon.com (AMZN.US) is acquiring Whole Foods Market (WFM.US). We think Costco’s competitive advantage is durable and thus initiated a position. Show More

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Weight Watchers International (WTW) – A Turnaround

Gary Hui

“The worse a situation becomes, the less it takes to turn it around, and the bigger the upside.”* WTW is one of our fund’s largest positions and has advanced over 50% in the last 3 months, yet valuation remains undemanding, offering potential large upside. Show More

Stock Story: Silver Chef (SIV) - When Fear Becomes Your Friend

Gary Hui

We invest in a world of inherent uncertainty. Information asymmetry and constant change are unavoidable features of markets. So, what do you do when you see a stock – perhaps one you own – fall more than 40% in a short space of time; Show More

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Stock Story: Afterpay (AFY) - A “Value Investment”

Gary Hui

In general, we look for cheap, ugly, obscure and otherwise ignored companies where a mis-pricing is likely to occur. AFY – a fast growing company with a consensus FY18 P/E of ~41x – appears at first glance to be the antithesis of this, so why do we own it? Show More

Elders turns the corner

Gary Hui

Given recent news, it seems timely to provide an update to our previous note on Elders Hybrids (ASX:ELDPA) that we published on the 3rd of July 2015 http://aavof.com/elders-hybrid-securities-eldpa/. Show More

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