Telstra recently reported their half-year results - revenue, earnings and cash flow all broadly lined up with expectations so there weren’t many surprises. Although since we last looked at Telstra there have been some interesting developments. I discuss these in the following four minute video. Show More
A key aspect of our philosophy is that “every company has a price”. This leads to us looking across the entire market for investment opportunities. In that process we’ve found that a great company doesn’t always translate into a great investment. In fact, in our experience some of the best... 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