Skip to main content
Merlon Capital Partners Show Navigation
  • About
  • Philosophy
  • Funds
  • Performance
  • News & Insights
  • Apply Now
  • Contact Us
Home » Insights
Dec 2019

Merlon Clarifies its Position Regarding Couche-Tard Offer for Caltex Australia

Our letter to the Caltex Board of Directors regarding their rejection of the Couche-Tard bid.

Discover More
Oct 2019

Livewire Podcast – How to pick stocks like a pro

In this Livewire Markets podcast, Hamish Carlisle discusses what makes a great equity investment, some important skills and concepts for new investors to learn and a current investment example.

Discover More
Sep 2019

Why Telstra Could be Worth Less Than $2

Hamish Carlisle discusses Telstra’s FY19 results announcement and gives and update on his outlook for the company.

Discover More
Sep 2019

Quality in the Merlon Process

Joey Mui explains why quality alone does not drive good investment outcomes.

Discover More
Jul 2019

The AMP Valuation Case

Hamish Carlisle provides an update on AMP’s proposed sale of its insurance operations and shares Merlon’s current valuation case for the company.

Discover More
Jun 2019

Good Companies Not Always Good Investments

Joey Mui shares his views on investing in “quality” companies, whether it works through the cycle and the current valuation premium ascribed to these stocks.

Discover More
May 2019

Merlon Franking Update

In light of the recent election result, the Merlon team provide an update on franking credits and the Merlon Australian Share Income Fund.

Discover More
Apr 2019

The Business: In the studio with Hamish Carlisle

Hamish Carlisle tells Elysse Morgan why Merlon want AMP chair David Murray out.

Discover More
Mar 2019

Iron Ore: Supply Disruption is Temporary; The Transition to Recycling is Permanent

Ben Goodwin shares his outlook for iron ore and the implications for Australian mining stocks

Discover More
Mar 2019

A Case Study in Poor Capital Allocation: The Need for Greater Shareholder Protections

We examine the shareholder value implications of CBA’s acquisition of Colonial in 2000.

Discover More

Posts navigation

Page 1 Page 2 … Page 4 Next page
Register to receive updates
  • This field is for validation purposes and should be left unchanged.
  • Privacy
  • Disclaimer
  • Conditions of Use
  • Sitemap
  • LinkedIn
Copyright © 2019 Merlon Capital Partners . ABN 94 140 833 683