SOI Released: Even if IRM overcomes the first mountain, can they surmount the second (DOJ) mountain?
We see Recall being priced by the market at a deal completion probability of 50-60% even after ACCC had issued a 'Issue of Concern' for Iron...
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A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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