CEO INSIGHTS – Week Ending 26 May 2017 by NAOS Asset Management

NAOS Asset Management

“The retail environment has made it difficult to deliver the planned sales and gross margin improvements as quickly as we would like” Mike Sonand, CEO, Surfstitch Show More


Daily AGM Note, Wednesday 16 November 2016

Avatar fallback

A first strike at SurfStitch Group and at Pacific Resources, some nuances on remuneration resolutions at PACT Group and Acorn Capital investment Fund plus others as the results come to hand. One example from today's AGMs is PS&C Limited: the proxy voting tally doesn't convey enough information as to whether... Show More

A flat Christmas for a sluggish retail sector

Livewire Exclusive

The retail sector has bounced following the Federal election, but the sector remains subdued with expectations that this will continue through the Christmas shopping period. Chris Stott, Chief Investment Officer at Wilson Asset Management, thinks online retail growth is slowing and the space is looking mature. In the US, online... Show More

Kogan a standout in a difficult sector

Monash Investors Pty Limited

Internet retailing has been one part of the market that has taken a bit of a beating lately. For example: Surfstitch, Temple & Webster and AHA Life. We did not invest in any of these. So it was good to see a company in which we did invest, Kogan, beat... Show More


Is there value in SurfStitch?

Intelligent Investor

After more than doubling from its December 2014 IPO at $1.00 per share, former market-darling SurfStitch has since fallen more than 90%. Show More


Afterpay - A New IPO Successfully Leveraging Online Sales

Dean Fergie

With the online sales space becoming increasingly competitive (let's face it, all shoppers searching for a generic product compares prices online) websites are looking for any comparable advantage to drive basket sizes and increase overall sales. Show More

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Buy Hold Sell: 5 Emerging Small Caps

Buy Hold Sell

The Small Ordinaries Index is home to some of the most exciting business listed on the ASX. Investors are drawn by the lack of broker coverage and the prospect of getting ahead of the pack. However, it can be a hazardous space to navigate and over the past five years... Show More

small caps buy hold sell ASX:VTG ASX:CZZ ASX:SRF ASX:BBN ASX:XIP

What we’ve been buying in February

Pie Funds

We believe that February's market reaction can be attributed to negative investor sentiment rather than fundamental problems. We view these situations as opportunities and have been buying companies like SurfStitch, iSentia and Vita Group aggressively. We initially participated in the private equity sell-down of iSentia at AU$3.25 back in August... Show More


Surf's Pumping

Pie Funds

A big performer for Pie Funds in 2015 has been Surfstitch (ASX:SRF). With the one year anniversary of the company’s IPO coming up this month, it’s as good a time as any to consider whether the company can continue to be a stand-out performer on the ASX. Show More

ASX Longform ASX:SRF Surf

Buy Hold Sell – The modern world of retail

Buy Hold Sell

With the consumer showing signs of life and the busy Christmas period approaching this episode of Buy Hold Sell looks at a selection of old and new businesses exposed to the retail sector. Scentre Group owns 14 of the top 20 shopping centres in Australia, offering a high quality and... Show More


Upside in Surfstitch if management can execute strategy

Pie Funds

We have added Surfstitch (SRF:ASX) to both Growth 1 and Growth 2. SRF is a recent listing and the largest pure play online retailer in the niche area of Action Sports, with a dominant position in Australia/NZ and established platforms in Europe and the US. Its prevailing male client base,... Show More