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


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

Outlook 2018: What’s in store for small caps?

Simon Conn

An outlook for 2018 is best served with a quick recap of the last six months. After a tepid first half of 2017, the Australian Small Ordinaries index (XSO) rose strongly over the second half of the calendar year, to be up over 18% (at the end of December). While... Show More

A Small Cap That Pays You To Wait

Ron Shamgar

One of our largest holdings in the TBF Small Cap Value Growth Fund is a company with a market cap of $170M that reported a profit of $27M in CY2016 and paid a dividend of $18M. The business does not have a lot of debt on the balance sheet and... Show More

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Stocks to benefit from proposed media reforms

Chris Stott

While many investors shun media companies as an investment proposition, potentially imminent legislative reforms could spark a consolidation of the media sector and create a raft of investment opportunities. Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170628

Mathan Somasundaram

Local market started positive and maintained the pace with better commodities and higher rates outlook. US market remains the overhang and NASDAQ falls to the 50 day MA for the third time since US elections…last time NASDAQ broke 100 day MA, we had the high PE growth sell off…local investors... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 2017022519

Mathan Somasundaram

Local market was hit again on the open before making another climb out of the lows of the day as global optimism on US fiscal upside unwinds. Market on stretched valuation was relying on optimism…now it ran into reality of the political risk….we have moved from “Trump Bump” to “Trump... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170508

Mathan Somasundaram

Local market popped on the open with better global sentiment post French election before pulling back on the reality of weaker commodities and do-nothing budget. Commodities were stable for a change after a week of bashing…but China hasn’t turned the corner…value has returned to the sector but the momentum remains... Show More

The end of momentum

Avoca Investment Management

In the podcast below, Jeremy Bendeich, Chief Investment Officer and Portfolio Manager at Avoca Investment Management discusses his overall impressions and trends for the reporting season. He discusses the following six key points: Show More


Buy Hold Sell: The battle for your eyeballs

Buy Hold Sell

Media companies are in the midst of a shake up. Technology is putting traditional models to the test, aggressive cashed-up competitors are descending upon our shores, industry consolidation looks set to pick up and consumer behaviours are constantly changing. It's a minefield! In this episode of Buy Hold Sell we ask our panel to... Show More