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October 01, 2018 08:43

Media Worth Consuming – September 2018

Earnings add-backs can represent up to 50% of earnings in covenant calculations in private equity deals but actual earnings are falling well below...

Jonathan Rochford

Narrow Road Capital

October 01, 2018 08:43

September 27, 2018 22:14

Howard Marks: Too much money chasing too few deals

These include the lofty expectations being ascribed to FAANG stocks, exuberance in corporate credit markets, the fact that private equity has been...

James Marlay

Livewire Markets

September 27, 2018 22:14

September 27, 2018 15:12

How this cycle will (may) end

This time around a record amount of capital has flowed into private capital markets. This has increased competition in the space and pushed up multiples that...

Guy Carson

Quick Brown Fox

September 27, 2018 15:12

September 26, 2018 07:00

Aussie banks driving lucrative void in private debt

In the post-GFC environment of low impairments (see Chart 2) and tighter capital adequacy, Australia’s banks have unsurprisingly sought growth in residential mortgages...

Phil Strano

Yarra Capital Management

September 26, 2018 07:00

September 24, 2018 12:36

Millenium Services - A Stock on a PE of 3

And as debt levels are reduced the leverage in the equity value is significant. You can get real multiple expansion on the equity as the balance...

Harley Grosser

HD Capital Partners

September 24, 2018 12:36

September 21, 2018 09:42

Don’t fear growth – stay with it

We agree with Buffett and suggest that Australia’s major companies should be required to produce quarterly updates, pay quarterly dividends (if possible), stop...

Clime Investment Management

September 21, 2018 09:42

September 20, 2018 14:49

Where there's muck there's brass*

The company was well within the debt to equity ratios that management had previously indicated it wanted to work to. And the message that CEI wanted more...

Jack Lowenstein

Morphic Asset Management

September 20, 2018 14:49

September 13, 2018 14:48

Dalio’s key filters for identifying a bubble

Debt burdens are low and balance sheets are healthy, so there is plenty of room for the private sector, government, and banks to lever up. Debt growth,...

Alex Cowie

September 13, 2018 14:48

September 11, 2018 13:41

Business Insights Across the Market

Barry Irvin, Executive Chairman, Bega Cheese Group Data Centres "We did a lot of work around the [cloud storage] sector and demand for storage across the...

NAOS Asset Management

NAOS

September 11, 2018 13:41

September 11, 2018 11:00

Hospital Groups facing painful rehabilitation

HSO’s bank debt matures in ~12 months and if current takeover attempts from private equity are successful, it will likely need to re-enter the...

Phil Strano

Yarra Capital Management

September 11, 2018 11:00

September 07, 2018 07:26

Microcap Stocks to Watch

Now J&J just offloaded the business unit the JV sits in, to private equity for USD$2.1b with the deal only concluding the end of the year. In the...

Mark Tobin

Coffee Microcaps

September 07, 2018 07:26

September 05, 2018 16:49

Three LICs we love right now

Paul Wilson has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York,...

Daryl Wilson

Affluence Funds Management

September 05, 2018 16:49

September 04, 2018 11:08

Some outstanding questions in relation to the Zenitas takeover

Community healthcare provider Zenitas (ASX:ZNT) recently announced that it has entered into a Scheme Implementation Deed with a consortium comprising private...

Steve McCarthy

DMX Asset Management

September 04, 2018 11:08

August 24, 2018 10:16

The New Criterion: tapping the Chinese food revolution

But some pundits reckon that the bidders -- private equity fund Wattle Hill and agricultural investor ROC Capital -- are swooping at an opportunistic...

FOD

Tim Boreham

Independent Investment Research

August 24, 2018 10:16

Investment Theme

August 21, 2018 10:29

Disruptive Innovation Could Add Fuel to This Bull Market

Conclusion While the equity market may have narrowed in its focus for a time this year, the investment backdrop today bears no resemblance to the excesses...

Nikko AM

Amova AM

August 21, 2018 10:29

August 20, 2018 11:43

The Elon Musk stockmarket dilemma

Earlier stage gains, which are normally larger, are now being captured by the private equity industry, not the stockmarket. This final point is...

Schroders Australia

Schroders

August 20, 2018 11:43

Fund in Focus

August 14, 2018 10:24

Fund In Focus: Avenir Global Fund

In the Fund In Focus below, we share with you the key principles from private equity we use in public markets, how we use this private...

Adrian Warner

Avenir Capital

August 14, 2018 10:24

Equities

August 13, 2018 07:30

Is Myer Moving in the Right Direction?

Myer has $2.7 billion in lease commitments thanks to its previous private equity owners. A shrinking business with high fixed costs sounds...

MYR

Chloe Stokes

Forager

August 13, 2018 07:30

Expert Insights

August 07, 2018 10:17

IPOs: Sorting the winners from the losers

Evaluate private equity selldowns on each one’s merits. While the Dick Smith listing was a very poor experience for investors, other PE selldowns...

Livewire Exclusive

Livewire Markets

August 07, 2018 10:17

August 06, 2018 09:34

Big versus Small Company Investing

We would be disinclined to own small cap companies that rely on benign debt and equity markets to finance their growth or are “concept stocks” still proving...

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Hugh Dive

Atlas Funds Management