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Gary Hui
Latest news and analysis on Gary Hui
July 20, 2017 16:37
Costco: Not even Amazon can penetrate this fortress
In June, Costco Wholesale (COST.US) fell more than 15% in reaction to the news Amazon.com (AMZN.US) is acquiring Whole Foods Market (WFM.US). We think Costco’s...
Contrarian Value Fund
Arowana
July 20, 2017 16:37
June 16, 2017 16:02
Weight Watchers International (WTW) – A Turnaround
“The worse a situation becomes, the less it takes to turn it around, and the bigger the upside.”* WTW is one of our fund’s largest positions and has advanced over 50%...
Contrarian Value Fund
Arowana
June 16, 2017 16:02
May 19, 2017 15:26
Stock Story: Silver Chef (SIV) - When Fear Becomes Your Friend
We invest in a world of inherent uncertainty. Information asymmetry and constant change are unavoidable features of markets. So, what do you do when you see a stock –...
Contrarian Value Fund
Arowana
May 19, 2017 15:26
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Patrick Poke,
A Rich Life
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2 ASX mining stocks that could double (or more) in a year
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Livewire Markets
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This recently triggered market signal has never failed to predict gains
Andrew Mitchell,
Ophir Asset Management
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With more rate cuts on the way, how are the pros adjusting
portfolios?
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