We wouldn’t say it’s gone to pot, but the ASX-listed cannabis sector is facing a much-needed reality check as investors realise that the medical marijuana aspirants need more than a ‘grow it and they will come’ strategy. Show More
Thematic investing takes advantage of correctly predicting future trends, and the significant capital flows they can subsequently generate. For example, if you correctly anticipated the coming growth in the electric vehicle market, you could have monetised long-term trends across the EV supply chain, including battery minerals. Show More
As investors, we can get caught up with the new and snazzy. The world is definitely moving on at speed, but it’s generally technology that gets most of the attention. However, it’s not just the hardware that’s moving on. It’s also the belief systems of human beings that have to... Show More
For investors, too much medical dope is never enough as they rush a new veterinary cannabis listing. In the more traditional industrial sector, a packaging minnow chaired by ex Aussie Post boss Ahmed Fahour has the flexibles market all boxed up. Show More