ASX:APT

AFTERPAY TOUCH GROUP LIMITED

Podcasts
Patrick Poke

When Isaac Newton first posited that an object in motion would stay in motion unless acted upon, he probably wasn't thinking of stock markets. But hundreds of years later, the same principle has been adapted for investors; or "the trend is your friend" as it's more commonly stated. While this... Show More

Equities

We recently sat down with Matthew Riordan, Co-Head of Australian Midcap at Paradice Investment Management, and asked him what he is currently cautious about. He is underweight domestic cyclicals and touched on the how the downturn in construction is yet to filter through and be felt by the economy. While... Show More

Education
Anton Tagliaferro

The Australian share market is heavily concentrated amongst the largest companies both in terms of market capitalisation and industry sector. The top 20 stocks dominate the share market with the S&P/ASX 20 stocks amongst the most widely held and researched companies in Australia.Given the large concentration of the ASX top... Show More

Equities
Schroders Australia

In its bid for Dulux this month, Nippon Paint offered yet another example of the ability for differing perspectives to provide divergent outcomes when it comes to the subtle art of company valuation. Dulux is an exceptionally well run company with powerful brands commanding a vastly disproportionate share of profitability... Show More

Podcasts
Patrick Poke

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech bubble, while mid-cap growth stocks like Afterpay and Wisetech have been bid to dizzying heights. But attractive opportunities are still... Show More

Equities
Rob Tucker

We spend a lot time analysing individual companies and the industries they operate in. There are two time horizons investors are focused on predominantly. Firstly, there is the short term, which is trying to assess the earnings trajectory over the next half yearly or yearly reporting season. In a perfect... Show More

Equities
Zach Riaz

At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset prices and our equities portfolios over the coming 12 months. Within this report we also nominate a bucket of stocks (typically... Show More