Bunnings

Opinion
Alvise Peggion

Aussie companies have a mixed record when venturing overseas. But in early 2016 Wesfarmers had a great history of building wealth for shareholders – an investment in the company’s shares in 2000 returned nearly 17% per year while the Australian market, including dividends, returned 8% a year over the same... Show More

There is no substitute for boots-on-the-ground research when researching companies. Greencape puts great emphasis on this process, seeing it as investment and not a cost base. Jonathan Koh shares insights from their trips investigating Wesfarmers’ local and offshore operations, and highlights this not just finds opportunities, but avoids the laggards... Show More