A couple of years ago I bought an orange blazer. At the time I felt incredibly stylish and on-trend. But about six months later the romance was over - whenever I pulled it out to wear I felt like I was putting on a high-vis jacket to go onto a... Show More
With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of the most popular stock ideas, fundie interviews and big picture wires. 3 unmissable fundie interviews If you missed it, in... Show More
In 2017, emerging markets delivered some of their best returns since 2009. However, a series of headwinds – which include a stronger US dollar, lower liquidity due to rising US rates, China’s attempts at deleveraging, and uncertainty surrounding trade – have now hit. This has meant some of those gains... Show More
ABS data recently showed that global investing flows have overtaken those for local investing. With the ASX lagging global peers for the last decade, it’s not hard to see why. But is the grass really greener out there? And if so, what are the risks and where is the value?... Show More
Graeme Carson from Cyan Investment Management nearly refused the initial meeting with this microcap, but was inspired to ‘do some digging’ after hearing the scale of the vision the management had. Today he believes the company is on its way to growing its value fivefold. Carson says the market has overlooked... Show More
A2M is up 9% in two days helped by the BAL earnings upgrade. It has also announced it will expand its brand throughout the North East of the US starting this month. The area is home to 60 million consumers which according to research from A2M accounts for 20% of... Show More
One of the businesses we believe is well-positioned for a strong 2018 is traffic enforcement technology provider, Redflex Holdings (ASX:RDF). Show More
It’s often said that Australians are a nation of travellers. One could stretch to almost any corner of the globe and stumble across an Aussie. Given the increasingly global context of business and economics, we would suggest that the intrepid nature present in individual Australian travellers is increasingly prevalent in... Show More
The market has favoured growth stocks in recent years, but that could all change according to Matthew Booker from Spheria Asset Management. In a cycle that’s been 10 years in the making, companies have grown large and attracted high valuations while burning large amounts of cash. He cites the example... Show More
Investors can be drawn to small-caps because the segment often houses companies with unappreciated growth prospects. The challenge of course is to avoid the numerous failures and investment speculation from creeping into portfolios. Show More
