Niv Dagan

We have recently returned from China, spending time talking to the locals and getting a real “feel” of whether the Chinese economy is in fact, slowing down…. Yes, the cost of labour has increased significantly over the past few years and we’re seeing more and more factories move offshore… this... Show More

Niv Dagan

It appears that just like the strong correlation between crude oil and equities (currently at ~91%), US Stocks are moving along with inflation expectations…. Just take a look at the below chart from the start of January and the correlation between the two is strong... So does this mean that... Show More

Niv Dagan

We caught up with Domenic Carosa, CEO of Crowd Mobile (CM8) directly after their half year 2016 results released today. We discussed the result, the underlying business, the Track acquisition, the growth in its subscription revenue streams and the catalysts for the stock for 2016, including expansion into Asia &... Show More

Niv Dagan

Leading into the earnings reporting season, a lot of analysts are questioning whether AUS companies will hold their dividend yields... Credit Suisse has come out with the report recently that the dividend yield (DY) strategy has not been working in the last couple of years. We believe this is usually... Show More

Niv Dagan

Fat Fish Internet Ventures (FFG), is an internet incubator encompassing 13 portfolio companies, listed on the ASX. Some of the companies include Dressable (the 2nd largest online shopping mall in Singapore) and RajaPremi (one of the only platforms that sells car insurance and travel insurance in Indonesia). The stock is... Show More

Niv Dagan

Over the past week, FFG has been heavily sold off on speculation that the NTA of the business is only $321,156 and that the business is effectively "worthless"... Today, the CEO, provided confirmation that this was clearly not the case. Dressabelle has grown 50% YoY, RajaPremi has seen 200% revenue... Show More

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