ONLINE RETAIL

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping...

Every day it seems the media is reporting how Amazon will destroy Australian retailers. We are under no illusion that Amazon will take market share and reduce the...

In general, we look for cheap, ugly, obscure and otherwise ignored companies where a mis-pricing is likely to occur. AFY – a fast growing company with a consensus FY18...