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Feb 27, 2018
Myer: Winter is coming
DANIEL MUELLER | What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy...
Jan 29, 2018
The sky is not falling, but storm clouds are brewing
JASON TEH | The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive...
Nov 16, 2017
The yield trap of 2017
DANIEL MUELLER | Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In...
Nov 16, 2017
Telstra's Trump moment
DANIEL MUELLER | Did Telstra just have its Trump moment? Prior to Telstra’s FY17 result, media articles abounded speculating the company...
Nov 16, 2017
Is Woolworths regaining its mojo?
DANIEL MUELLER | Woolworths “is a wonderful organisation, with enormous upside.” This was the first thing former CEO Grant O’Brien said...
Nov 16, 2017
Big hat, no cattle
SAM DYSON | Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working...
Nov 9, 2017
Capitalising on R&D
SAM DYSON | Looking for assets the accountants can’t see Even well-known companies can have ‘hidden assets’. There could be an...
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