One of the things that frustrates me most is fund managers who take the “other peoples money” approach. My fundamental belief is that if you wouldn’t do something with your own money, why would you do it with someone else’s money? When we look to hire new analysts, we spend... Show More
Do investors favour the next big thing, rather than focusing on long term success? Show More
Don't invest in companies with directors who don't value their responsibility to shareholders. Watch to see how Michael weeds out bad directors. Show More
This week Michael is talking about the Margin of Safety, following a very heated back-half of calendar 2016 in the small and mid-cap segments of the market. Show More
Does being a CEO who has a stake in the business affect decision-making? Watch the video to hear Michael talking about owner-operators making strategic business decisions for long-term growth. Show More
We know Australia is the lucky country – whether that be the weather, the lifestyle, or the 25 plus year streak without a recession. We are also the growing country; Australia’s growth rate of 1.5% outpaces many of our peers. But where is the growth coming from and what is... Show More
In this video I am talking about investing in unlisted equities, and how a business plan is just a concept until the business generates a cash profit. Show More
Find out why Portfolio Manger Michael doesn't like Telstra, and why it's struggling to keep up the pace in this technocentric world. Show More
Today's video is around disruption in the property industry, and the companies that are getting ahead because of it. Show More
This time last year we shared our thoughts on listed company 1-Page. Here's what's happened over the past year. Show More
In this video, I discuss what we look for when investing in a company, how you can take advantage of volatility in the market, and what stands out in a volatile market. Show More
ASG Group Limited (ASX:ASZ) is an Australian IT Services company which services predominantly blue chip and government clients. The business employs about 800 people, with a presence in every state. ASG has a market capitalisation of $213 million and long term contracts spanning several years. Pleasingly the renewal rate on... Show More