How to read between the lines of company guidance

Monash Investors Pty Limited

Reading between the lines of company guidance can reveal a great deal, explains Simon Shields, Principal at Monash Investors. “Ardent Leisure’s Main Event business in the United States provides family entertainment centres with bowling, rock climbing, etc. Ardent bought this business when there were only five centres in Texas and... Show More

Emerchants’ UK expansion unaffected by Brexit

Monash Investors Pty Limited

Shane Fitzgerald, Principal at Monash Investors, says that Emerchants’ has stable banking relationships with it’s UK & European banks that should be unaffected by the political uncertainty in the UK. Instead, he sees their expansion into the UK markets as an underappreciated opportunity. Based purely on the Australian operations, Emerchants... Show More

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