Harley Grosser

While the mid and large cap stocks have been well covered thus far, the smaller end of town typically gets less attention and for those that do it is concentrated amongst a few of the market’s favourites. So here are a handful of micro cap stocks that haven’t received much... Show More

First strike at and dissent obvious on the NED fee pool limit resolution at The Star Entertainment Group. Today's Daily AGM Note is available at this link and is updated throughout the day. Show More

A couple of two strike AGMs today (the conditional/contingent Board Spill resolution is on the AGM agenda) plus AGMs for Boart Longyear and Oz Minerals (AGM is 2.30pm SA time). The note is updated progressively throughout the day and Tuesday's note can be found at this link Show More

A busy AGM month this month and I can't hope to touch on all the AGMs...but I have a note on All the Majors AGMs happening this month, the two strike AGMs happening this month and a note with a selection of AGMs and General Meetings occurring in... Show More

Clime Asset Management

Last week, I got to work nearly 2 hours late. As I sat in gridlock, it dawned on me how powerful the principle of asymmetry is, the same principle that disrupted my morning, is perhaps the most underrated principle in investing. I live in Manly NSW and our offices are... Show More