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Precious metal prices have been in full retreat the past few weeks, with the price of gold declining toward USD $1300oz. This pullback has had a number of drivers...

UBS recently stripped down a Chevy Bolt, the 'first real mass-segment EV', to answer key questions about the EV segment’s future, and resulting implications across the...

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have...

If you want to outperform over the long-term, buying great businesses isn’t enough. Clay Smolinski, Portfolio Manager at Platinum Asset Management, says you need to...

A crowded trade appears when so many investors are positioned similarly that liquidity becomes a problem. Bitcoin is the obvious choice globally, but we wondered where...

Not a day goes by without at least one economist, or journalist, pointing towards the housing cycle in Australia with the message: the cycle has peaked. Certainly,...

In our earlier blog, we detailed our bearish thesis for global logistics provider Panalpina. Likewise, in the past we have also written about the strategy of short...

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 39 listed investment companies, listed investment trusts...

There’s a lot to like about Transurban (TCL), but not the way that has traded in the last few days. This begs the question that, despite all the pundits loving it, do...