global shares

With investors factoring in exponential growth rates, Software as a Service (SaaS) firms have been trading on eye-watering multiples. However, Jacob Mitchell, Chief Investment Officer at Antipodes, says that the competitive environment in this sector is deteriorating and that their valuations have no margin of safety. Show More

Patrick Poke

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matt Haupt all took the stage this morning to share their view on the markets, their top themes, and a few stock ideas. Here are the highlights. Show More

PM Capital

In this 6 minute video CIO Paul Moore discusses how to navigate the changing global interest rate environment. Show More