ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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The Moats that Fintech Companies Must Cross
Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...
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60 Days After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP and CNY. We make a simple assumption that a property investor...
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Australia's Lowest-Risk Major Bank Stock with Leading Market Shares Across Key Consumer Products
Commonwealth Bank of Australia’s record fiscal 2016 cash profit of AUD 9.45 billion was up a modest 3.4% on the prior year and broadly in line with...
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An Open Letter to the Chairman of CBA, Mr David Turner
In this open letter, I question the CBA's misconduct around financial advice in a vertically integrated model of financial advice and cite a...
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