News Corporation Boasts the Tools to Rise Above a Sunset Industry
News Corp Class A (NWSA US) is operating in an industry undergoing unprecedented changes, with the traditional print-based publishing business...
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Fairfax – New Offer for New Media
The TPG Consortium (collectively TPG Group, Ontario Teacher’s Pension Plan Board [& affiliates]) has issued a revised indicative proposal for...
865 Views
REA Group's Remains Overvalued as 3Q Result Meets Expectations
Narrow-moat-rated REA Group's third-quarter result was broadly in line with our expectations, and we maintain our fair value estimate at AUD 47.00...
170 Views
Financial Forensics - The Short-Seller's Indispensable Tool-Kit
Financial forensics remains an indispensable part of the short-seller's tool-kit. In this report, Evidente updates and expands its analysis of...
358 Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
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