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Israel today represents arguably the greatest concentration of innovation and entrepreneurship in the world. Israel and Israel-based companies are regularly cited as...

Plus, imminent PFS could spark re-rating for Kingston and sold-down Rumble offers punters several leveraged exploration plays. It hasn’t taken long for Neil Biddle to...

There is strong support from many decades of data that investing in value stocks - lowly-rated companies that are deemed undervalued compared to their future worth -...

Local market started negative on US lead before global investors pushed it into positive territory on macro trade. Global investors continue to buy our banks for the...

In the period since the Global Financial Crisis (GFC), the global banking sector has significantly de-risked. This is clearly evidenced by the structural increase in...

In 2011, Silicon Valley entrepreneur Marc Andreessen declared software is eating the world. He made the claim at a time that technology stocks were relatively unloved...

While the outcome of the US election remains uncertain, the Democratic sweep didn’t eventuate. Specifically, a Democratic majority in the Senate looks less...

Back in 2016 we published an article which warned of the changing environment facing retail landlords around the world. At the time we were particularly...

Amongst many investors right now, ‘financials’ is a dirty word. Concerns around net interest margins and profitability arising from ‘lower for longer’ interest rates...

It can take guts to voice unpopular views. Last Thursday, about 20 minutes into our team’s 9am weekly distribution meeting, someone said what everyone else was...

Local market was positive on global currency trade despite negative lead from the US. Weak USD kept AUDUSD rising through the day and the global investors were buying...

2020 has seen significant headwinds. Sectors that have traditionally been viewed as defensive are no longer considered safe-havens.Energy is one example. This high...

Australia’s improving domestic management of the COVID-19 pandemic, an end to the lockdowns in Victoria and Melbourne in particular, vaccine progress, fiscal stimulus...

Self-funded retirees and many other income investors continue to be stung by monetary policy decisions. However, taxation benefits in the form of franking credits...

The quote “History doesn’t repeat itself but it does rhyme” has been attributed to Mark Twain.The rhymes between today’s equity markets and the markets back in 1999...

The Prime Value Emerging Opportunities Fund has continued to thrive despite the uncertainty and volatility that has dominated markets this year. Marking its...

An Australian east coast capital is the pick of the nation's residential property markets, and a sector that withstood the Covid-19 onslaught on retail and office...

Already dominating global entertainment and with further exponential growth ahead, the once-niche segment of games has grown into a US$150 billion industry that should...

Think of a coronavirus boom industry and ecommerce or takeaway food delivery come to mind. Few would nominate the noble accounting profession, which is busy and only...

Do we just give up on traditional value investing processes, like looking at comparable financial multiples (e.g. EV/EBITDA, Price/Sales, Price/Earnings, Price/Book),...