Betting on the perfect storm

Nigel Littlewood & Jackson Lee

As value investors, we usually shy away from resources and materials because the factors influencing their price are inherently unpredictable – namely macro factors, the inability to reliably measure and forecast supply and demand, and the timing of cycles – not to mention the poor capital allocation of most miners. Show More

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iSelect’s private drama

Nigel Littlewood & Jackson Lee

We have been following the story of iSelect (ISU) for a while, and we think that neither the market nor the management (in its communication with the market) seem to pay enough attention to the impact of the drama that has unfolded between the company and one of its key... Show More