What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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Woolworths Cuts Its Losses and Exits Home Improvement
Woolworths has announced that it intends to exit its home improvement businesses, Masters Home Improvement and Home Timber & Hardware.This...
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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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