Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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Going into Survival Mode: The Rush to Innovate
Stay Underweight Consumer Discretionary and Consumer Staples. In our 2018 Australian equity market outlook, we argued that the country is in grip...
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Amazon Fears Overdone: Greencross Shares Remain Undervalued
While we recognize the impending threat posed by Amazon.com Inc (AMZN US) across the retail sector, we believe no-moat Greencross Ltd (GXL AU)...
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The Humanisation of Pets Creates Opportunity for Greencross
Greencross is a consolidator of the fragmented veterinary industry, with success to date. Despite owning more than 130 clinics, the vast majority...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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