Wesfarmers Looks to Replicate Its Bunnings Success in TheUK
Wesfarmers announced that it has made a conditional offer to acquire UK home-improvement retailer Homebase from Home Retail Group for GBP 340...
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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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Woolworths: A Lack of Strategic Direction
We came away disappointed following Woolworths' recent AGM. While management comments were full of mea culpa, shareholders were effectively told...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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Weekly Impressions - Competition intensifies amongst banks and supermarket retailers
The banks and supermarket retailers dominated financial market developments in Australia over the past week. Investors were disappointed by full...
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