The current Reporting Season of August 2018 has left some investors surprised, some disappointed and some delighted. As Reporting Season nears completion, a name falling into the category of delight has been that of People Infrastructure, beating prospectus forecasts and consensus expectations, with management guiding to further growth in FY19.... Show More
Picking up where David left off on large-cap investing, this week I’m going to discuss some strategies we use to find investment opportunities for the Clime Smaller Companies Fund (CSCF). Show More
What if your business had a critical ‘churn event’? That is, a period in time when a large number of your existing customers switched from your product or service to a competitor’s. Rather than advertising continuously in an attempt to prevent churn; what if there was a product that enabled... Show More
3 things you should read to close this historic day for the mighty CATAPULT (ASX. CAT): Show More
Over the past few years commodities have mostly been tainted with the same brush, and keeping well away from resource stocks had served investors well. In the majority of cases a flood of capital has allowed resource companies to explore and develop deposits. Supply has been released onto the global... Show More
Last week, I got to work nearly 2 hours late. As I sat in gridlock, it dawned on me how powerful the principle of asymmetry is, the same principle that disrupted my morning, is perhaps the most underrated principle in investing. I live in Manly NSW and our offices are... Show More
In January I published this note https://www.livewiremarkets.com/wires/30291 stating the view that Adacel (ASX:ADA) was trading around fair value but that numerous opportunities existed for earnings upgrades and for the impressive growth story to continue. Last Friday Adacel announced another profit upgrade for FY16, guiding to 70% growth over FY15 (previous... Show More
Strategy outlook: We maintain a bullish long term view on the Australian equity market while short term volatility remains with US Fed outlook, China growth plans and global growth risks. We remain positive on the yield and currency trade, while domestic economic deterioration creates more volatility, cost cutting and M&A... Show More
