Company Valuation

Competitive Advantage Period is a key investment concept that is often overlooked by investors. In this article, our analyst Daniel Wu outlines how this concept can...

2020 has already given investors much to mull over: a (now nearly forgotten) Middle Eastern geo-political scare in the first days of January, the normal ebb-and-flow...

While growth investors are used to paying for stocks trading at premium valuations, there comes a point when even the most rapidly growing business may not be a...

NAOS Asset Management established its first listed investment company (LIC) in 2013 with 400 shareholders. Today, NAOS manages $260 million across three LIC vehicles...

There’s an increasing frequency of articles I have read suggesting that low rates are now a permanent feature of markets, as is the likelihood of central banks...

We recently sat down with Matthew Riordan, Co-Head of Australian Midcap at Paradice Investment Management, and asked him what he is currently cautious about. He is...

To cut or not cut? That is the question facing the National Australia Bank (NAB) Board. Just over a week ago, NAB announced another customer remediation provision,...

Investors often talk about the potential for companies to grow earnings and the effect this has on a company’s value over the long term. We would argue that factors...