Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
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Tatts / Tabcorp: Gambling on a Merger
Back in November 2015, it was widely reported that Australian gambling operators Tabcorp Holdings Ltd (TAH AU; TAH) and Tatts Group Ltd (TTS AU;...
301 Views
Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
517 Views
News Corp - Print Is Alive & Well
News Corp is a deep value play heavily discounted by the market as its various business segments are seen to be in structural decline at risk of...
221 Views
Groundhog Day for Australian Media Sector: Reform to Ignite Urge to Merge.
Hype is brewing ahead of a potential relaxation of media ownership laws in Australia, with endless speculations about possible mergers and...
198 Views