Rob Tucker

Entering the local reporting season it’s unlikely that sentiment toward the domestic housing market could be much worse. By and large, we share the popular concerns with our base premise being, without significant foreign capital or an RBA intervention, Australian house prices must mean revert towards a sensible valuation range... Show More

Rob Tucker

We always find Warren Buffett’s right-hand man very insightful when it comes to quotes on investing and even life, so we have listed 19 of our favorite Charlie Munger quotes here for you. Show More

Rob Tucker

New Century Resources is up significantly since we first acquired it and is trading approximately in line with our original share price target. Clearly, the company has been through a period of price discovery with strong promotional support. Hence, we felt a need to justify our purchase but also outline... Show More

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

No comments.