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A raft of big tech IPOs have struggled recently, as investors apparently shun high priced, unprofitable companies. If you’d bought an equally weighted basket of Uber,...

Recently I toured Israel with Koda Capital Partner Will Douglas and Ibex Investors to gain insights into the Ibex Israel investment fund. On the four day tour we...

One of the most important questions facing markets over the next 12 months is whether the US services sector can keep the broader US economy out of recession despite...

I just came back from a Europe research trip and the general business environment looks OK – there is light at the end of the tunnel. But the ECB continues to drive...

The market embraced the overseas weakness today with the local index down more than 100pts, a sell-off we’ve been targeting and a reminder that selling is often more...

Listen hereIn this episode, Marcelo López spoke to Brandon Munro, CEO of Bannerman Resources, a listed company on the Australian Stock Exchange, ASX, focused on...

The claim that Australia has gone 28 years without a recession since the early 1990s recession ended in 1991 has been subject to some criticism in recent times with...

One of the key reasons for KFC’s massive success has been its ’11 secret herbs and spices’. As the founder of Wendy’s explained, “everybody wants in on a secret.” The...

When a stock is trading at a fraction of a cent, it’s usually a message for investors to abandon all hope and sell for the tax losses while they can.After all, sub 1c...

At the start of September 2019, we saw some of the strongest signs of life from value stocks since 2016. Whilst the equity market moves themselves were small, the...

Platform or network businesses take many forms and defy neat segmentation, but what we can confidently say is, in aggregate, leading network businesses have delivered...

An interesting session locally with the RBA front and centre cutting rates as expected to 0.75% at 2.30pm this afternoon, the lowest level in history and enough to...

In predictably cutting its cash rate to a new record low of 0.75 per cent in October, the RBA moved itself one meeting away from initiating quantitative easing (QE),...

In its latest LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 59 listed investment companies, listed investment trusts and...

On the subject of the search for yield, one question I am regularly asked is whether retail investors should be switching from major bank hybrids, which have performed...

A choppy session for end of month / end of quarter trading with the usual end of period window dressing failing to materialise today. Normally we see big...

The Rugby World Cup is still in the early rounds and my English colleague Mike Bell clings to the hope that his country can win (it won’t). Its inspired him to write...

The recent inclusion of the Chinese onshore bond market within broader global bond indices has increased the level of investor attention to the market. Despite its...

Right now, there’s a battle being fought in the media between Australia’s airport owners and the airlines that use them – Qantas and Virgin in particular – over the...

Global MarketsIt was another modest risk-off week for global equities with the US S&P 500 again failing to push through the previous record high of 3,027 set in...