Australian value investing

Reporting season is over and I explore Market Index’s low PE stocks with strong broker conviction.

Unlocking new revenue streams while benefitting from AI-driven cost cuts underpins an enviable—and underappreciated—earnings outlook.

And a once-in-two-decade sector opportunity for investors.

I built a stock screen based on Warren Buffett’s investing philosophy. Thirty-five companies survived. Only three made the final cut.

Valuations are easing and opportunities are emerging. Here’s where a value investor is putting capital to work.

The alcohol industry is going through dramatic change and only nimble producers who can adapt to changing tastes will succeed

Kip McGrath (ASX:KME) has a decades long track record of growth and an experienced capital allocator chairing the board.

Hunting for value in stretched markets? These companies might be worth a closer look.

Modern markets consistently present opportunities for the patient, rational investor.

Despite weak share prices, both companies show improving fundamentals and long-term earnings potential.