Hamish Carlisle

Hamish
Carlisle

Analyst/Portfolio Manager
Merlon Capital Partners

Hamish joined Merlon Capital Partners as a Principal in July 2010. He was previously Head of Research, Asia Pacific Equities at AMP Capital Investors. Hamish holds a MBA with honours from The Wharton School, University of Pennsylvania.

Expertise

Telstra Revisited

Hamish Carlisle

When Merlon was established in 2010 and we first formally reviewed Telstra, the stock was trading at $2.64. The top down (and perhaps consensus) view at that time was that the company faced enormous structural challenges stemming from the ongoing decline in fixed line voice services, intense competition in mobile... Show More

ASX:TLS tls

See 4 more comments

Value vs Glamour: The Case for Fairfax Media over REA Group

Hamish Carlisle

Frost and Sullivan, a market research firm, estimate that Australians spend between $1.1 and $1.3 billion each year on real estate classified advertising, of which approximately two thirds is spent online. This is a small cost relative to the price of a house as well as agent commissions and stamp... Show More

Join the conversation

Regulator Concerns About House Prices are Overblown

Hamish Carlisle

The state of the housing market remains a key consideration for any Australian equity investor. There is a constant flow of speculation as to the outlook for residential property ranging from predictions of a catastrophic collapse through to justifications for ever increasing house prices. In addition there is heated political... Show More

Join the conversation

No comments.