Aussie Equities Month in Review (July 2018)
Reporting Season should prove relatively good. The ASX200 underperformed global equities during the month but remains one of the best performing...
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Putting Aussie Earnings Under the Microscope
It's not too late to jump on board the Growth train. One of our key calls for 2018 is that Growth will again outperform Value (Aussie Equities...
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MYOB Remains Undervalued Following Strong Interim Result; FVE Increased to AUD 3.95
Narrow-moat MYOB Group Ltd (MYO AU) reported a good interim result that was slightly stronger than we expected. Management provided more detailed...
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Australian Growth Stocks: The Big Short (Still)
Four months ago, Evidente published a post suggesting that Australian growth stocks were over-priced The Big Short: Australian Growth Stocks and...
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Re-Visiting the Big Short: Australian Growth Stocks
Last month, Evidente documented that the valuation dispersion between value and growth stocks was without precedent; the median book multiple of...
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