Arowana AVOF

Latest news and analysis on Arowana AVOF

Costco: Not even Amazon can penetrate this fortress

In June, Costco Wholesale (COST.US) fell more than 15% in reaction to the news Amazon.com (AMZN.US) is acquiring Whole Foods Market (WFM.US). We think Costco’s...
Contrarian Value Fund
Contrarian Value Fund
Arowana

Weight Watchers International (WTW) – A Turnaround

“The worse a situation becomes, the less it takes to turn it around, and the bigger the upside.”* WTW is one of our fund’s largest positions and has advanced over 50%...
Contrarian Value Fund
Contrarian Value Fund
Arowana

Stock Story: Silver Chef (SIV) - When Fear Becomes Your Friend

We invest in a world of inherent uncertainty. Information asymmetry and constant change are unavoidable features of markets. So, what do you do when you see a stock –...
Contrarian Value Fund
Contrarian Value Fund
Arowana
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The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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