cash flow

Epoch has the whole world of dividends at its feet. It is currently invested in the likes of Microsoft and Samsung, as well as US pharmaceutical company AbbVie and...

When reflecting on the past year, one notable takeaway for the AIM investment team is to be mindful of keeping our focus on business fundamentals rather than...

One of the features of the FY20 reporting season was the excellent cashflow performance of most Australian small cap companies. With the onset of COVID-19, many...

I was asked yesterday whether I’m happy with the way the Forager Australian Shares Fund has recovered through August. I’m not happy, and won’t be for some time yet. I...

Welcome to our inaugural Buy Hold Sell episode recorded on Zoom! With COVID-19 effectively cancelling the economy, generating cash flow is of utmost importance to a...

A few weeks ago in part one of this series, we suggested that this was a unique supply side event where Central Bank liquidity couldn’t redress the major issues of a...

Investing is riddled with uncertainties. High conviction investing is the process of shining light on those uncertainties until they are clear enough that you can see...

It is fast approaching the time of the year when annual company reports will be coming in thick and fast. With so much information on hand, one is quickly drawn to the...