Stock picks

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family and...

The temptation to buy and sell stocks can be overwhelming during periods of market turmoil, as we’ve seen since COVID hit Australia’s shores in February. But Prime...

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...

The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. ...

It is no secret that healthcare expenditure in the United States is an outlier compared to other similar countries. And, similar to much of the rest of the developed...

In a world of uncertainty several of our investors have asked for our broader thoughts. Though we suspect that no sooner that we make public our views the world will...

Have markets gotten ahead of themselves? Have we seen the bottom, or is there room for the market to plunge again? Investors have been caught up in the excitement of...

In the midst of a bear market, investors can't help but ask 'have we reached the bottom?' Will the economy face a W, U, V or even L shaped recovery? And how can...

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...

New diseases have a particular power to capture the imagination. There’s just a lot about them which is scary. They grow and spread fast. We’re accustomed to thinking...