Pengana Capital

Management of failing US based consumer electronics retailer, Circuit City, was facing significant pressure from a superior competitor, Best Buy, as well as value retailers like Walmart. As a result, they launched an internal venture in auto retail, which was spun out on its own before Circuit City’s eventual bankruptcy.... Show More

Pengana Capital

Picking when small caps or large caps are going to outperform is no easy task. It depends on far too many variables, most of which are not predictable. As a rule, large caps generally do better when banks do better. Small caps do better when the Australian domestic economy is... Show More

Pengana Capital

Much was written about the attraction of ‘disruption’ by investment analysts during 2015. How new technology is enabling smaller, smarter and nimbler start-ups to build disruptive business models by achieving the “magical trifecta” of better service to more customers at a lower cost. Investing in a ‘ten bagger’ by picking... Show More

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