themes

Markets are an ever-changing beast, and hard to predict. But these 15 themes will play a part.

Mike Tyson once said “Everybody has a plan until they get punched in the mouth”. This year we survived being punched in the mouth. In fact, it was a great year from an...

What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on. These themes are: businesses with...

People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints...