WiseTech Global - Trading at Disruptor Valuations Without Disrupting Much
WiseTech Global listed on 11th April 2016 clocking first-day gains of 16%. The stock is now trading 32% above its IPO price. We wrote on the IPO,...
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WiseTech Global IPO - Slowing Down but Still at Lofty Valuations
WiseTech Global plans to raise US$75-165m through an issuance of a mix of primary and secondary shares. The deal is set to launch this week for...
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MYOB Shares Offer Value Following Market Slide
We expect MYOB to benefit from the transition from desktop to cloud-based accounting software products during the next five to ten years.The...
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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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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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