Equities
Simon Shields

Coca-Cola is one of the best known brands on the planet. Coca-Cola Amatil (ASX: CCL) has an exclusive franchise granted by The Coca-Cola Company (NYSE: KO) to sell their products in Australia, NZ, Fiji and a large part of Indonesia. KO owns 30% of CCL, it sells CCL the syrup,... Show More

Equities
Simon Shields

Monash Investors first discussed Emeco back in early September 2017, “A cyclical stock on its way back up” when its share price was 18c. Now at 35.5c it’s almost doubled, having touched 41c along the way, and it has been one of the best contributors to our last 12 months'... Show More

Education
Livewire Exclusive

When looking for mispriced opportunities, it’s important to separate what a company says from what it actually does. Simon Shields from Monash Investors Limited explains that while management is restricted by their legal obligations, careful observation of their behaviour can give an indication as to what they might do next. “We... Show More

Equities
Livewire Exclusive

While some investors may sell short to offset other positions, Simon Shields from Monash Investors Limited explains that they engage in shorting to make money. One of those shorts is betting against one of the best-known brands in the country, Coca-Cola Amatil. But why would you bet against Coke? “We’ve... Show More

Equities
Livewire Exclusive

As reporting season ramps up, there’s a change in leadership underway in mining services says Simon Shields, Principal at Monash Investors Limited. Recently, mining services companies with exposure to the capex cycle have performed very strongly. However, he believes as the mining cycle matures, it’s the production-focused companies that are... Show More

Funds
Simon Shields

Monash Investors is an absolute return manager focused on Australian equities. I founded Monash together with Shane Fitzgerald in 2012, bringing over 50 years’ worth of combined experience. We believe in delivering the best possible returns at low risk. With 23 positions, we’ve delivered 9.6% returns net of fees per... Show More

Equities
Simon Shields

Performance is as much about avoiding the blow-ups, as it is about picking the winners. So for Livewire’s ‘Easter Eggs’, we outline three sectors to avoid completely, before then spotlighting two stocks we think stock-hunters should take a look at this Easter. Three sectors to avoid First, avoid the banks: Royal Commissions... Show More

Funds
Patrick Poke

There are a range of brokers and researchers who produce regularly monthly or quarterly updates on the LIC sector. While the quality and depth of the research available is excellent, providing complete coverage of over 100 companies and trusts takes can take several weeks. The LICs presented below are not an... Show More

Collections
Livewire Exclusive

(Ed note: First published December 2017): At the start of December we asked 13 contributing Fund Managers for their ‘number one call for 2018’, for our new Livewire ‘Christmas Cracker’ series which you may have seen in recent weeks. In case you missed any of them, we have wrapped them... Show More

Collections
Livewire Exclusive

For decades, the prevailing view of financial markets was one of rational actors creating efficient prices. In recent years, particularly in the wake of the GFC, investors have increasingly adopted a very different view of how markets operate. Loss aversion bias, anchoring, and herding (among others) have all become popular... Show More

Education
Simon Shields

In my 30 years as an analyst and fund manager, I have seen recurring business situations and patterns of behaviour that often lead to mispricing by the market. This attracted me to the idea of behavioural economics, as a validation of some of these insights. So, like behavioural economists, we are... Show More

Equities
Simon Shields

Skydive the Beach (ASX: SKB) is an adventure tourism company. SKBs principal activity is the provision of tandem skydiving and it is named after its original skydiving site on a beach in Wollongong. The skydiving industry has historically been dominated by smaller businesses. SKB has consolidated a fragmented skydiving industry... Show More

Collections
Livewire Exclusive

In the final edition of our results coverage, we hear from three contributors about their stand-out results for the period. Responses come from Simon Shields, Monash Investors; Alex Shevelev, Forager Funds; and Romano Sala-Tenna, Katana Asset Management. Results have now wrapped up for financial year 2017 and it was a mixed... Show More

Equities
Livewire Equities

With reporting season dominating in recent weeks, here are four small cap ideas you may have missed. They include two small medtech stocks from Simon Shields and Harley Grosser, and two junior resources plays from Paragon and Foster Stockbroking. Click below for four fresh ideas. A microcap medtech stock about... Show More

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