valuation

Investment markets are in the eye of the storm. The initial storm danger came as COVID-19 hit, decimating jobs and smashing demand. Governments and central banks ably...

How do people get richer during a recession? Free money! During past recessions, people become poorer as personal income falls when unemployment rises, which...

This is a message for those who aspire to be investment bankers. One dirty secret (of many) in investment banking is valuations are an advertising tool. If you can’t...

What’s going on with the share price of data center provider NextDC (ASX: NXT)? Over the past year, it has massively underperformed other firms in both the tech and...

With the housing market continuing to make news, we examine nationwide house prices relative to changes in income, lending rates and a measure called ‘hypothetical...

As Warren Buffet put it best: “Price is what you pay. Value is what you get”. And just as an individual share price can be disaggregated into earnings per share (EPS)...

I’ve been fascinated by the soaring trajectory of some of our smaller ‘new age’ companies – like A2M, PushPay, Afterpay and Kogan – whose share prices have rallied...

This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose from relative obscurity to...

Five years is a long time in financial markets. Five years ago, the ASX 200 was just hitting 5,000 points for the first time since Lehman’s collapse, US stocks were...