"We now have the world's only fully automated, end-to-end bricklaying solution, with a massive market waiting for it. We now begin the next exciting phase for the company as we execute our global commercialisation strategy to capitalise on the significant demand for our technology." Show More
"Market conditions are not expected to improve in the short term. Listings may be weaker in the lead up to the NSW election in March, while the impact of the Federal election is harder to predict." Show More
"Recently, we are seeing a growing level of attention on companies that lack transparency, engage in socially unacceptable behaviour, damage the environment, or are governed in ways not aligned with shareholder or constituent interest. This trend continues to drive and fuel the growth of all our ESG products and services." Show More
"I think we're in a golden age of travel and there are two mega-trends that are driving it. One is the huge amount of growth in the middle-class all over the world with people that have more disposable income. The other is people wanting more experiences. It really means great... Show More
"It is sobering indeed that of the top 50 companies in Australia by market capitalisation in 1980, only 10 remain in today’s top 50.” John Mullen, Chairman, Telstra Show More
"Right now, every boardroom of every major restaurant brand is asking their management team, 'What are you going to do about online ordering? What are you going to do about third-party deliveries?... Everyone is growing like gangbusters.” Matt Maloney, CEO, Grubhub Inc Show More
“I’m not particularly worried at the moment. Two years out is when I’m worried about. It’ll be more of a dollar crisis than a debt crisis, and I think it’ll be more of a political and social crisis” Ray Dalio, Founder, Bridgewater Associates Show More
CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors impacting... Show More
“Growth in Utilities in the short term will be dominated by wind and solar projects. They do dominate the pipeline. The immature solar supply chain presents the biggest challenge. Water, gas and power distribution will continue to grow, and we expect major investment in upgrading and extending the nation's transmission... Show More
"Overall we remain very optimistic about the long-term prospects of Australia. We are seeing GDP growth above trend. We have seen a continuing fall in unemployment. Inflation remains low. You look to the long-term prospects and of course there have been some big shifts in the economy over recent years,... Show More
It is our view that concentrated portfolios offer superior risk-adjusted returns over the long term. In this piece, we put forward the rationale for a concentrated portfolio and offer a discussion on some of the existing literature on the subject. Show More
“Every year between now and 2050 the global urban population will increase at twice the rate of the global population. This will mechanically result in an outdoor audience which will continue to grow” Jean-Francois Decaux, Co-CEO, JCDecaux Show More
"We're facing a perfect storm here in the Australian agricultural market, with the dry conditions leading to a poor winter crop, an over-supply of products and increased competition across our sector. The whole agricultural supply chain is feeling the impact of this year's extremely dry conditions” Greg Hunt, CEO, Nufarm Show More
A chapter by chapter summary of The Deals of Warren Buffett Volume 1, The First $100m by Glen Arnold. The book describes the key investment lessons learnt by Warren Buffett in making his first $100m. In our view, the book covers most of the lessons an investor would ever need,... Show More
“I just want to put NIB and Bupa and Medibank Private on notice that the party's over” Bill Shorten, Party Leader, Australian Labor Party Show More
“New coal is a bad idea for New South Wales – coal needs to run most of the time to be economic, but the market needs flexibility, not baseload” Mark Collette, Executive Energy, Energy Australia Show More
“In the 2030s you will be buying airline tickets on supersonic aircraft” John Borghetti, Outgoing CEO, Virgin Australia Show More
“So much of investing these days considers only the short run that I think there’s great scope for superior active investors to make value-additive decisions concerning the long run” Howard Marks, Co-founder/Co-Chairman, Oaktree Asset Management Show More
As Baron Rothschild famously said, “buy when there’s blood in the streets.” Despite many investors being aware of this phrase, it is often ignored in practice as acting in this way during these times can feel counterintuitive. There are however, some interesting statistics from studies that support this philosophy, which... Show More
“I don't think the FANGs or the tech stocks are frothy at all. I think relative to the rest of the market never have stocks been this cheap” Julian Robertson, Founder, Tiger Management Corp Show More