Watch Alex Waislitz, Chairman of Thorney Investments, talk about why he started Thorney Technologies (ASX Code TEK) and what he looks for in founders and valuation, as well as the composition of the portfolio. Investments include Afterpay , Zip, Credible Labs, iSelect, Dubber and various other unlisted tech investments. Tune... Show More
Andrew Blattman – MD of IPH discusses the history of the business and some commentary around the FY result. Show More
Kees Weel , founder of PWR discusses the history of the business since listing as well what they are seeing for the future. Show More
Senior Analyst Derek Jellinek attended the Healthscope investor day earlier this week. Below are his comments as made in a Morgans presentation afterwards. Transcription follows, with full video below: Show More
Sirtex is still trading 33% below its level prior to last week’s trading update. Issues such as competition, reimbursement, complex work-up, short sales cycle, and the first admission that SIRFLOX survival data is needed to drive front-line use were cited as causes for the weakness. While these issues are nothing... Show More
I recently sat down with the inspirational Maxine Horne from Vita Group . A fabolous success story, we talk about the history of the business and how it's grown, work/life balance as a mother , her involvement in philanthropy , gender diversity and some words of advice for entrepreneurs. Show More
Our monthly High Conviction lists detail those stocks we think offer the highest risk-adjusted returns over a 12 month timeframe, supported by a high level of confidence. We're pleased to report that our High Conviction picks during 2015 have generated (on average) a 13% total return in less than six... Show More
The market is currently pricing in a 74% chance of the first official interest rate increase in the US when the FOMC meets on the 15-16 December. We advise against complacency ahead of this, as volatility can very quickly erode confidence. We suggest investors stick to stocks with higher levels... Show More
Markets have arrested their recent falls, not because fundamentals are improving, but because central bank actions have effectively prolonged the era of easy monetary policy. Fickle market activity may be prolonged until there is a clearer picture on the eventual normalisation of monetary policy. Nonetheless, select companies can still thrive... Show More
Belinda Moore, Senior Analyst at Morgans, provides a short presentation on Vitaco Holdings (ASX:VIT). Vitaco is a recent listing on the ASX and Morgans have initiated coverage on the stock with a 'Buy' rating and a price target of $3.25. Watch the full presentation by clicking on the image below.... Show More