Investment Theme
David Kirk

I recently wrote about Bailador portfolio company Rezdy, and how the business started as an idea Simon Lenoir had while working in a dive shop in New Caledonia. The story struck a chord with many readers. Successful companies are founded by very different people from very different backgrounds. In this... Show More

Glennon Capital

During this week’s results presentation WPP Group (WPP, the old STW Communications) reported on the state of the advertising market for the past year as well as expectations over the next few years. Coming from a significant media buying group it made for interesting reading. Show More

OC Funds Management

We have recently added two newly listed outdoor media advertising businesses to the portfolio, Ooh!Media (ASX:OML) and APN Outdoor (ASX:APO). Unlike many traditional forms of media advertising, including television and radio which are suffering from structural decline, the outdoor advertising category continues to demonstrate robust growth well in excess of... Show More

OC Funds Management

Recent listing APN Outdoor (APO) looks attractive. APO is a leading outdoor advertising company in Australia and New Zealand with 27% and 26% market share respectively. APO is a relatively simple business having aggregated a portfolio of billboards around Australia and NZ and selling the advertising space on those billboards... Show More

James Marlay

Advertising spend continues to move to the mobile marketplace. Twitter and Facebook, two giants in the social media space, have just delivered their latest financial reports. In the case of Twitter markets were disappointed by the levels of engagement on the platform, Facebook has just reported and is down over... Show More