ASX:NAC

Business Insights Across the Market

NAOS Asset Management

“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

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Business Insights Across the Market

NAOS Asset Management

“Right now, there’s no question: It’s feeling strong. I mean, if we’re in the sixth inning, we have our sluggers coming to bat right now. Right now, business is good. There’s no question about it” Warren Buffet, Chairman, Berkshire Hathaway Show More

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Business Insights Across the Market

NAOS Asset Management

“The price of beeswax was around about $4.50 to $5/kg and now you're looking at $20/kg, but it's very difficult to get hold of it… Every time you ring up and say 'look, I need some more beeswax' they'll say 'look, have you got any we can process and send... Show More

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Business Insights Across the Market

NAOS Asset Management

The Internet of Things, Big Data and Artificial Intelligence will disrupt and transform virtually every industry and area of the economy over the next decade. In just the past six months, cloud service providers have increased their capital investments significantly” Gary Dickerson, CEO, Applied Materials Show More

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Meeting The Berkshire Hathaway CEOs

Robert Miller

During our recent trip to Omaha, we met with three Berkshire CEOs and a Berkshire board member. These meetings provided great insight into how Berkshire Hathaway has become one of the most successful companies in the world. Whilst listening to Warren Buffett and Charlie Munger for six hours on the... Show More

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Business Insights Across the Market

NAOS Asset Management

“There have been significant delays experienced by customers receiving confirmation of bank approvals, as a consequence of the recent Banking Royal Commission, resulting in commencement of construction being delayed” Tamawood Market Announcement Show More

Business Insights Across the Market

NAOS Asset Management

“The switch from traditional fuels into renewables is just a massive switch, and we're seeing it across so many different businesses that we are working with – not just our own business, but so many different businesses out there, where the energy profile they are looking at is changing as... Show More

Business Insights Across the Market

NAOS Asset Management

“The shipping industry, at some point down the track, will be required to address greenhouse gas emissions” Angela Gillham, CEO, Maritime Industry Australia Show More

Business Insights Across the Market

NAOS Asset Management

“The aviation market continues to be strong. Global revenue passenger kilometres grew by 5.9% through February year-to-date, with solid growth in domestic and international markets. Air freight volumes also had a strong start to 2018, growing at 7.7% through February” Jamie Miller, CFO, GE Show More

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Business Insights Across the Market

NAOS Asset Management

“The industry faces challenges of low credit growth, low interest rates, regulatory uncertainty, increasing consumer expectations and increased scrutiny of conduct and culture” Jon Sutton, MD, Bank of Queensland Show More

Business insights across the market

NAOS Asset Management

"I view our robotics as extending human capability in a way that allows us more efficiency, the automation that we add really doesn't eliminate jobs, it just makes the jobs at our fulfilment centres more efficient and redirects employees to more sophisticated tasks" Tye Brady, Chief Technologist – Amazon Robotics Show More

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Business insights across the market

NAOS Asset Management

“We have seen a marked increase in the frequency of securities class actions as well as the average size of the settlement for those class actions. Until about three years ago, you would have expected to see around two securities class actions a year in Australia. In the last two... Show More

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Business insights across the market

NAOS Asset Management

“The United Nations Food and Agriculture Organisation estimates the world’s demand for food by 2050 will need a 60 per cent increase in the amount of food currently available. Australia is well placed to become one of the world’s great food bowls. The opportunity is huge” Sam Sicilia, Chief Investment... Show More

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Business insights across the market

NAOS Asset Management

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 22 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors... Show More

See what The CEO's thought of Tourism, Vitamins and Commercial Property this week

NAOS Asset Management

“Currently less than 10% of Chinese nationals actually hold a passport, and that's a population of 1.3 billion. The opportunity for tourism in New South Wales and Australia is massive” Geoff Culbert, CEO, Sydney Airport Show More

See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

See what The CEO's thought of Green Energy, Credit Growth and Urbanisation this week

NAOS Asset Management

“I don't think there is anything to worry about, even if we do see further falls. I'm not in the business of being able to predict day-by-day or week-by-week movement of industries. But I'm not worried about what we're seeing” Andrew Formica, Co-CEO, Janus Henderson Show More

See what The CEO's thought of Agriculture, Gold and Social Media this week

NAOS Asset Management

“Few countries grow a significant number of sheep like Australia. With global demand for sheep, meat and wool continuing to strengthen, the market for suitable land is very buoyant, with record prices being achieved for these grazing assets, supported principally by well-capitalised local farming families” Danny Thomas, Director, CBRE Asia... Show More

See what The CEO's thought of Tourism, Telecommunications and Financial Markets this week

NAOS Asset Management

“Overall, given the strength of CEO expectations on employment, Australia could add more than 400,000 new jobs in 2018. An achievement of this magnitude would make critical inroads into both the rate of unemployment and the naggingly high rate of ­underemployment” Innes Willox, CEO, AI Group Show More

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See what The CEO's thought of Commodities, US Tax Reform and Heavy Industry this week

NAOS Asset Management

“Tax reform gives us the opportunity to be more competitive globally and to accelerate plans for the U.S. Some guiding themes are clear and consistent with how we've been investing — lower prices for customers, better wages and training for associates and investments in the future of our company, including... Show More

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