Some Thoughts on Asset Prices

Hamish Carlisle

This time last year we outlined some thoughts on Australian house prices and noted the premium at which dwellings in this country traded relative to historical averages. In this paper we position this analysis within the context of global asset prices. Show More

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

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