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...
526 Views
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...
223 Views
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...
325 Views
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...
250 Views
Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
314 Views